I will work closely with you to help address your financial concerns, capitalize on your financial opportunities, and put in place an integrated strategy that helps you achieve your vision of the future. People turn to me for a variety of reasons, such as:
These are some of the many ways I can be of service to you and your family.
I start by helping you clarify your needs, challenges, and goals. With this shared understanding, I tailor specific strategic recommendations designed to work together to create a comprehensive financial blueprint that reflects what is important to you today and where you want to be down the road. I work to give you the knowledge, information, and updates you need so that throughout our relationship you see real progress towards your goals over time and have confidence in the steps we have taken. When working with businesses, I can provide a range of services and solutions to help increase the value of a business, its executives and its employees. __________________________________________________________________________
James Maynard is a noted instructor that provides financial education in several organizations in our area. James’ work on behalf of his clients has earned him numerous distinctions over 18 years in the industry. James is a lifetime member of MetLife’s President’s Conference and also is a lifetime member of the Million Dollar Round Table, whose members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. He has qualified for their Court of the Table, a career milestone attained only by those who have demonstrated exceptional professional knowledge, client service and ethical conduct. A life-long learner, James earned the Life Underwriters Training Council Fellow designation which combines essential product knowledge with the skills financial professionals must have to advise individuals and businesses effectively on their insurance and planning needs. He has a degree in finance from Central Connecticut State University and is a member of the New Haven, Connecticut chapter of the National Association of Insurance and Financial Advisors and the Madison, Connecticut Chamber of Commerce. James and his wife Jessica live in Madison with their children Tyler, Nicholas, Joshua, and Allison. He actively volunteers his time in his church, community, and to youth sports. James enjoys spending time with family and friends, while each day enjoying an active and healthy lifestyle.
I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT. AR Insurance Lic# 3480767. CA Insurance Lic # 0F49515
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