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Name
James C. Musgrave, CRPC
Title
Wealth Advisor - www.jimmusgrave.com
Bio
James “Jim” Musgrave, a Wealth Advisor with over 21 years of experience in the
financial industry, specializes in retirement planning, money management,
insurance and 401(k) plans. As an investment advisor representative with
Research Financial Strategies, an independent Registered Investment Advisor,
Jim makes recommendations in the best interest of his clients and does not
receive any financial incentives to sell any particular investment or insurance
product.
He is passionate about financial education and is the Baltimore/Washington
corridor chapter president of the Society for Financial Awareness (SOFA),
whose mission is to eliminate financial illiteracy one community at a time.
Over the years, individuals, families, state and federal employees and
business owners have benefited from his experience and have applied
valuable information that they learned at his financial workshops. Jim applies
his comprehensive and tactical approach to retirement and investment
planning when providing advice and guidance on:
• Investment strategies that provide growth, income, safety, liquidity and
tax advantages in both the accumulation and distribution phase
• Optimizing social security benefits
• Protecting and preserving hard-earned assets
• Ensuring financial independence throughout retirement
• Tax reduction strategies
A graduate of the University of Alabama, Jim also earned his Chartered
Retirement Planning Counselor ® designation, which denotes expertise in
retirement planning, asset management, investment strategies, taxes, estate
planning, retirement plan distributions, planning for incapacity, disability
and long-term care, employer-sponsored plans, and deferred compensation.
In addition to helping his clients meet their financial goals, Jim and his wife
Lara enjoy high performance driving with the Porsche Club of America,
outdoor activities, gardening, skiing and swing dancing.
Professional Credentials:
• Chartered Retirement Planning Counselor®
• Securities, Life and Health Licensed in MD, DC, VA, PA, AL, FL, NC, NV & WA
• Speaker on Social Security, Investment and Retirement Topics
• B.A., University of Alabama
Community Involvement:
• Baltimore/Washington corridor chapter president of The Society For
Financial Awareness
• Supporter of A Wider Circle
• Supporter of Shepherd’s Table
• Supporter of The Chesapeake Bay Foundation
financial industry, specializes in retirement planning, money management,
insurance and 401(k) plans. As an investment advisor representative with
Research Financial Strategies, an independent Registered Investment Advisor,
Jim makes recommendations in the best interest of his clients and does not
receive any financial incentives to sell any particular investment or insurance
product.
He is passionate about financial education and is the Baltimore/Washington
corridor chapter president of the Society for Financial Awareness (SOFA),
whose mission is to eliminate financial illiteracy one community at a time.
Over the years, individuals, families, state and federal employees and
business owners have benefited from his experience and have applied
valuable information that they learned at his financial workshops. Jim applies
his comprehensive and tactical approach to retirement and investment
planning when providing advice and guidance on:
• Investment strategies that provide growth, income, safety, liquidity and
tax advantages in both the accumulation and distribution phase
• Optimizing social security benefits
• Protecting and preserving hard-earned assets
• Ensuring financial independence throughout retirement
• Tax reduction strategies
A graduate of the University of Alabama, Jim also earned his Chartered
Retirement Planning Counselor ® designation, which denotes expertise in
retirement planning, asset management, investment strategies, taxes, estate
planning, retirement plan distributions, planning for incapacity, disability
and long-term care, employer-sponsored plans, and deferred compensation.
In addition to helping his clients meet their financial goals, Jim and his wife
Lara enjoy high performance driving with the Porsche Club of America,
outdoor activities, gardening, skiing and swing dancing.
Professional Credentials:
• Chartered Retirement Planning Counselor®
• Securities, Life and Health Licensed in MD, DC, VA, PA, AL, FL, NC, NV & WA
• Speaker on Social Security, Investment and Retirement Topics
• B.A., University of Alabama
Community Involvement:
• Baltimore/Washington corridor chapter president of The Society For
Financial Awareness
• Supporter of A Wider Circle
• Supporter of Shepherd’s Table
• Supporter of The Chesapeake Bay Foundation
