James Rawlings
Founder Senior Wealth Strategist at Oakbridge Asset Management, Llc
Based in South Jordan, United States
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Seniority
C-Team
Department
Other
Location
South Jordan
Industry
Investment Management
Company size
4
Contact information
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j•••••••@theoakbridge.com
Phone
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Background
About James Rawlings
Specialties: Retirement planning is our core financial planning module. All other modules tie directly into retirement in some way. Asset management, cash flow, education funding, estate planning, risk management and others all have a direct impact on decisions related to retirement. The reason that retirement is so critical is that once a person retires, many of the decisions made previous to this event become irreversible. It pays to make sure you are getting it right.
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