Our goal is to minimize the stress and help to maximize your success. For more than 30 years, James Crosson has helped individuals, companies and charitable organizations alike make decisions that create value and manage risk. He works with a broad range of clients and tailors his services to their investment objectives. Jim focuses on planning for life changes; such as: retirement, divorce, loss of a loved one, or asset sales. He can help make these transitions smooth with sustainable long-term strategies.