Jim Graham

Biography:

Mission:
“To be a partner for the financial interests of my clients by developing long-term relationships that emphasize wealth management and offer comprehensive planning. Detailed attention is given to each client in order to create a personalized strategy to meet their goals during their lifetime and beyond.”

Investment Strategy Philosophy:
My focus is on strategy, not product. I believe one size does NOT fit all. Each strategy is customized. My team and I begin with the 30,000 foot view and work from there. I assist people in managing their wealth,
preserving it, and distributing it during life and at death in the most tax-advantageous way.

Experience:
Jim began his career as a financial advisor in 1996, with VALIC. He specialized in retirement and distribution planning, as well as financial planning for the not-for-profit community, working with employees of educational institutions in the state of Arizona. After 13 years of advising for one of the largest financial organizations in the world, he made a decision to seek a more comprehensive and unbiased approach to financial planning. In his new role, as an independent advisor, it was important to him to align with a group of professionals that shared his vision. So, in 2009, Jim joined a group of independent advisors associated with Williams Financial Group in Scottsdale, Arizona. This group offered the team approach he was looking for including tax, legal, estate, insurance, and financial planning under one roof.

Qualifications:
Jim Graham holds securities registrations including Series 7 and 63 through his Broker/Dealer, WFG Investments, Inc. He holds Life, Health, and Variable Annuity licenses in Arizona. He has been a CERTIFIED FINANCIAL PLANNER™ since 2003, and attends continuing education sessions every year.

Personal:
Jim was born in California, but grew up in Ohio and attended the University of Cincinnati. Arizona has been his home since 1996. He is an avid hiker, often leading groups of friends to some of the more remote wilderness areas in Arizona. His other interests include recreational sports such as softball, volleyball, and kickball. Jim is also fond of travel and enjoys swapping stories of past vacations to unusual destinations.

Planning Services & Products:
· Financial Planning
· Estate Planning
· Retirement Planning
· Tax Reduction Strategies
· Insurance Planning
· Managed Money
· Alternative Investments*

Williams Financial Group:
Williams Financial Group of Companies is an independent full-service financial services firm providing support to brokers and advisors nationwide. The group manages more than 60,000 accounts representing $6.5 billion in assets. Williams Financial Group operates through four separate affiliated entities: *WFG Investments Inc., a member of FINRA and SIPC, offers securities for the firm’s network of brokers. WFG Advisors LP, a Registered Investment Advisor, provides fee based advice for clients including systems and client management capabilities. WFG Strategic Alliance Inc. is organized as an insurance agency to support the company’s wealth management products and services, as well as all insurance related products. WFG Capital Inc. offers private placement and alternative investment products.