James R. Graham, CFP®, CKA®, CCFS®'s Linkedin Analytics

Growing up in a family in the financial industry, I've always had a passion for numbers since childhood. From a young age, I learned the basics of saving and investing. My grandparents gifted us stock each year for our birthdays. But I didn't realize how meaningful this was until I got older and learned more about the market. It was at that point I realized I could help people with their finances. Over the years, I have invested in myself by learning as much as I can about financial planning and what I have come to realize is that, having a well-crafted strategy is crucial to financial success. I enjoy helping others achieve their goals. It's more than just money. It's about creating a legacy, impact, and a lasting experience. The team of attorneys, financial planners, investment managers, and insurance professionals behind me allows me to provide each of my clients with the comprehensive plan best suited to their needs. How I can help you: ➡️Regularly reassess throughout the year as life evolves and circumstances change ➡️Have the confidence to tackle challenging financial choices ➡️Create a straightforward and actionable financial plan ➡️Assist you in staying on course towards your goals If you want to learn more about how I help my clients and see if we’re a fit, you can schedule on my calendar HERE👇🏼 https://calendly.com/jrglll/intro To learn more about my licensing, please click on the Licensing link found under my "Contact Info." Registered representative of and offers securities and investment advisory services through MML Investors Services, LLC (www.sipc.org). Member SIPC. 949 South Shady Grove Road, Suite 300; Memphis, TN 38120. 901.767.5951. CA Insurance LIC#4153049