Happenings at 401 Advisor, LLC

While we are in the midst of the summer doldrums for the market, I thought the timing was good for an update on some changes at 401 Advisor, LLC.
First I’d like to introduce and welcome Jim Kilgore to the team. Jim served on active duty in the United States Air Force for 20 years and retired in 2014. His passion for investing has led him into the financial services industry. In a short span Jim has accumulated an array of skills in the financial services industry. He has spent time with an investment advisor that was also involved in the property and casualty insurance industry and will use this experience in working with Greg Fay, owner of Greg Fay Insurance who works here in our building on Franklin St. He will also complete his tax preparation certification that will enable him to work with and provide tax advice while working with the professionals at P&A Tax Services, (also located here at our location) and other tax advisors as well..
With Jim’s addition and skills we will be able to offer clients a values based financial/wealth planning service above what we have offered in the past. A special interest for Jim is a focus on families with a special needs family member. In Jim’s experience special needs financial planning is unlike the traditional “Money Magazine”-style financial planning where you buy a home, raise your children, plan four years of college education and retire. Special Needs Financial Planning is preparing for two generations. Once the planning is in place, 401 Advisor’s fiduciary commitment fits perfectly with the responsibility to properly manage financial assets in meeting both the parent’s goals and providing for the lifelong needs of their child with special needs.
If you are interested in a comprehensive financial evaluation, give either Jim or myself a call and we can discuss how we may be able to serve you best.

Jim currently holds series 6, 7, and 66 securities licenses. Additionally, Jim holds his life, accident & health as well as his property & casualty insurance licenses.
Jim is active in several non-profits and volunteers with his family in many community projects and activities. When Jim is not working, he enjoys fly fishing, hunting, and playing golf. Jim, his wife Laura and six children live in Springboro, Ohio.
Second, at the suggestion of a client, I have added a client only, password protected page to my website, http://www.401Advisor.com. The purpose of the private, client only section will be to offer specific commentary on our strategies, holdings, and rationale behind changes. More generic commentary will continue to be posted here at http://www.deshurkoblog.com. For those of you who have wondered about a holding or a strategy but didn’t want to call and ask or make an appointment, the new addition will hopefully be a welcome way to stay informed.

I’ll also be able to add any office related information that would be of interest to clients of the firm.

As always, if you have any questions or concerns please contact Michelle@401advisor.com, myself at bill@401advisor.com, and now Jim at jim@401advisor.com. Or call us at 937.434.1790.

 

 

Advertisements

2 Responses to “Happenings at 401 Advisor, LLC”


  1. 1 PJ July 23, 2018 at 9:30 am

    Thank you for your news letters, it’s good to read a more stabilising review of what is going on in the investment world, way too much hype these days in the wall street journal’s. I’m a long term investor and have weathered many storms, and even have some low volatile portfolios of 60/40 mix these days. I’m not sure what POTUS is doing with these trade wars, it’s a bit confusing??? Could you enlighten us on these things? Swede in Texas.

    • 2 Bill DeShurko July 23, 2018 at 9:36 am

      Thank you for your reply and comments. Working on a “state of the economy/markets” type article. Seems that I’ve been seeing a new round of recession/market crash articles lately. Trade wars will certainly be addressed.


Comments are currently closed.



bill@401advisor.com • 937.434.1790

Enter your email address to subscribe to this blog and receive notifications of new posts by email.

Join 467 other followers

Go to webpage:

Go to webpage:

Follow me on Twitter

on Amazon

Link to my weekly column.

Charles H. Dow Award Winner 2008. The papers honored with this award have represented the richness and depth of technical analysis.

Archives

Advertisements

%d bloggers like this: