James Uh, AIF®

James Uh, AIF®

President, Retirement Plan Services

“Yesterday is history, tomorrow is a mystery, but today is a gift, that's why they call it the present.”
Eleanor Roosevelt

Establishing ethical comprehensive plans for individuals and families, guiding them to their destined financial desires, allowing their retirement years to be securely enjoyed, this is what is most rewarding about my job.  Utilizing my professional expertise, I strive to educate people on how to achieve their desired financial goals.  As a frequent public speaker, I enjoy lecturing my surrounding communities on a broad range of financial topics including taxes in retirement, Social Security maximization, and estate planning.  Taking on a holistic approach assures my clients that all aspects of their financial means will be covered.  Through this integration, I can custom tailor sound financial plans to fit each client's individualized needs.

I obtained my Bachelor of Arts degree in Finance from the Eli Broad College of Business at Michigan State University. Since graduating from Michigan State, I have spent most of my career at one of Michigan's largest Registered Investment Advisors, helping clients solve retirement planning hurdles, asset distribution strategies, proactive taxation management, and planning for the unknown.

Having years of experience in the financial industry, I have obtained a wealth of knowledge in employer-sponsored plans such as 401(k), 403(b), 457, and TSAs as well as individual plans such as Traditional/Roth IRAs and Annuities.

 To better serve my clients, I work with a team of advisors on the strategic implementation of their planning, this helps strengthen our guidance when taking in complex situations.  Concentrating my efforts on developing long-term relationships through impeccable service is my commitment. 

On a more personal note, I cherish spending quality time with my wife and two sons.  I also enjoy spending time on the golf course during the summer season and the "mountains" of Michigan snowboarding during the winter.

 

Education:
Bachelor of Arts degree in Finance from the Eli Broad College of Business at Michigan State University

Licenses/Certifications:   
 Accredited Investment Fiduciary (AIF®)                                                                                                                                                          FINRA Series 7, 65, and 63
Life/Health Insurance Licenses
Bucket Plan Certified

Phone 248.594.7904 or 888.313.7437