Embark on the path to securing your financial future.

Get Your Entire Financial House in Order

Schedule Your Financial RoadMap Meeting.

Build Your Financial Roadmap

At the end of this meeting, you will have a physical document that aligns your interests and values with your financial goals.  It is complimentary and yours to keep. You will understand what it's like to work with us. 

Develop & Implement Your Financial Strategy

We'll develop and help implement a plan with actionable steps to help ensure you reach your goals before and during retirement.

Ongoing Proactive Solutions

We deliver continuous and proactive planning tailored to your specific needs through regularly scheduled meetings that help to ensure you stay on course to actively pursue your goals.

We manage the complexities of wealth so you don't have to.

About James Shafer, CFP

James Shafer, CFP® has been a financial professional since 2007, following a 16-year career in store operations for a prominent retailer. His interest in business and finance has been lifelong, leading him to earn a bachelor's degree in business administration with a minor in computer science and emphasis in economics. James is a Registered Representative and Investment Adviser Representative, holding the Series 7 and 66 licenses as well as Texas General Lines Agent for life, health, and variable contracts. In 2016, James became a CERTIFIED FINANCIAL PLANNER™ licensee.

A strong belief in family and community, James has been married for 25 years and has two sons. Over the years, James has been active in the Amarillo community through several charities and clubs. James is an avid golfer, enjoys camping and being outdoors with family.

James Shafer

CFP® Certified Financial Planner