James Finneran, President of the Finneran Senior Resource Group, specializes in assisting retired and retiring government employees, teachers, physicians, business executives and others cut their taxes by as much as 50%, avoid taxes on Social Security income, avoid estate and capital gains taxes and protect estate values.
A graduate of the University of Montana, Jim studied Economics and Business earning a Bachelor of Science Degree. A member of the Society of Certified Retirement Financial Advisors Jim is a specialist in managing and providing advice on the financial issues specific to retirees such as
--reduction or elimination of tax on social security income
--portfolio construction to assure a consistent retirement income
--review and implementation of adequate insurance including home, car, life and health
--proper asset harvesting to provide the maximum after-tax income to retirees
--establishing proper beneficiary designations on retirement accounts
--review of estate plan to assure orderly management for the family in event of illness, disability or death
After a comprehensive classroom training, CRFA™ Jim had to pass a 4-hour exam proving his proficiency in the above topics and obtains 15 continuing education credits annually in retiree-specific financial issues. Jim completed the program in order to provide top quality advice to retirees.
As one of the nation’s 6000 Certified Senior Advisors he completed a 15-part program of study and examinations on retirement issues encompassing not only financial matters but health, housing, Medicare and related issues. He has used his financial acumen to advise thousands of Washington seniors.
Mr. Finneran is a well-known financial advisor and licensed insurance agent in the Puget Sound area. His estate planning seminars held by Virginia Mason have been attended by retirees of Microsoft, Boeing and Weyerhaeuser. He has developed a specialty in protecting assets and insuring that money lasts while avoiding common mistakes upon retirement.
Jim lives with his wife, Jane in Gig Harbor and has a daughter, Corrine in Tacoma. His hobbies, when he’s not making people richer, include manicuring the landscape around his 4-plex and playing music professionally with his friends.
