Introduction to “Plan Your Wealth with Purpose”, Discovering Your True Purpose for Money

Jim Fisher, in his introductory episode, talks about the importance of identifying a value to the reason for your wealth creation. Tune in to find out how to plan your wealth with purpose.
For more information on this topic visit his website, Fisher Wealth Creations.

About Jim Fisher:

Jim Fisher James R Fisher, CPA/PFS, CTC, Wealth Creations Education and Tax Coach has a unique approach to helping people find money they are currently transferring away unknowingly and unnecessarily. His strategy is to have a bigger impact on your financial future by helping you avoid the wealth transfer losses rather than speculating on the next winning investment. It makes little sense to have a million dollars only to discover you lost a million on the way.

Jim specializes in
– Empowering people to take control of their investment decisions. This begins with answering the 20 Must Answer Questions that will guide your investment decisions. His educational and fun presentations combined with an academically sound investment platform helps create peace of mind, wealth, and confidence in prudent investing.

– Middle Class Family Financial Wealth Creation and Security. With Jim’s assistance you can stop transferring your wealth, following the herd, and forfeiting your financial security and create true wealth and financial independence.

– Tax Reduction Strategies for Small Business Owners. Jim specializes in unlocking the tax code to provide legal IRS approved loopholes to create tax reduction strategies for business owners. He helps you take advantage of these with a written documented plan, implementation, and education.

A life-time resident of the Anthony Wayne community, you can usually find Jim volunteering and participating in the local activities. He enjoys being a leader in the Scouting program, and spends his free time in the great outdoors. Learn more about Jim at Fisher Wealth Creations.

Watch Jim’s episodes of Plan Your Wealth With Purpose: Principles for Investing & Wealth Creation.

James Fisher is a registered advisor offering investment advice through Signature Investments, Inc., An SEC Registered Investment Advisor, 6500 Poe Avenue, Suite 110, Dayton, OH 45414. Phone: 937.890.1988. James Fisher, CPA and Wealth Creations is unaffiliated with Signature Investments, Inc.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

  1. Great advice, Jim. I am excited to learn more about effective strategies on how to plan my wealth. You are so right when you refer to information overload. Some times it can be overbearing and quite intimidating to learn about topics outside our scope of practice so we become accustomed to asking certain basic questions whether they are the right ones or not. I am looking forward to hearing more about what we should be asking and how I can personally take control over my financial planning and wealth creation. Thank you for your expertise!

  2. Jim, thank you for providing us with a new perspective regarding wealth management and how to plan your wealth with purpose. I really like your approach to this topic and it’s obvious that you are passionate about providing exceptional value to your clients by changing the way they think about wealth / money. Looking forward to your future episodes.

  3. Jim, I like how you describe money as a tool to achieve the other things we all want in life and that we need to focus on all the other things that are important to us. I look forward to more episodes on how to plan for wealth.

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