My Approach

James Haugen - My approach photo
I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

James Haugen - My approach photo


  • Faith
  • Family
  • Financial Planning
  • Friends
  • Golf

Community Participation

  • Mandarin United Methodist Church, Jacksonville, FL
  • Upward Youth Basketball Coach
  • Member: Jacksonville Chamber of Commerce
Years of Experience ?

Areas of Focus

  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Family Finances
  • Investments
  • Insurance

Files for Download

My Videos(1 videos)