Multi-Tool for Financial Security

Jim Fisher, of Fisher Wealth Creations, identifies the one multi-tool financial product almost everyone should have to achieve financial security. Tune in to find out what it is.
To connect with Jim, visit his website, Fisher Wealth Creations.


Wealth Creations Education & Tax Coach, James 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 Marathon Financial Group, LLC., An SEC Registered Investment Advisor, 9841 Broken Land Parkway, Suite 206, Columbia, MD 21046. Phone: 443-718-6310. James Fisher, CPA and Wealth Creations is unaffiliated with Marathon Financial Group, LLC.

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. Jim, great information that was new to me. Good to know about IUL as a multi-tool for financial security. Also, thanks for the info on the 22 deal breakers that can be part of a plan and the easy task of — just ask.

    • Thanks Deb, I didn’t mean to head up with deal-breakers before actually explaining all the benefits. It’s just that there are more and more deal breakers because companies keep coming up with products that have their own individual nuances. And more and more companies are getting into the IUL market. So a deal-breaker may only apply to one-two policies, but another may have a different deal breaker. Thing is, an agent has to pay for the independent research because it’s independent, they don’t accept money from insurance companies to do their research, so unfortunately agents representing a specific company (Mass Mutual, Ameriprise, Northwestern, John Hancock, etc) are not aware of this info along with majority of independent agents. That said, I am confident my super-charged IUL (future episodes) is the financial multi-tool workhorse almost every person should have. I’m dumping money into mine. Thanks again for your comment..

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