James VAN SHORES
Medicare, Investments & Financial Advice made simple
I am a surf-loving native of the Coastal Bend. I offer a friendly, no obligation consultation to everyone
CONSULTATION SERVICES
Medicare Insurance
Medicare Enrollment at 65, Medicare Advantage, Supplements, Prescription Drug & Change Plans
Wealth Management
Financial Planning, Investment Strategies, Retirement Income Planning & Life Insurance.
401k / IRA Rollovers
401k, IRA, TSP, SEP, 403b, 457 rollover at retirement. Long Term Financial Planning
Annuity
Specialist
Lifetime Income and Guaranteed Interest on annuities to ensure financial stability in retirement.
When I am not working you can normally find me surfing. I am a proud native of the coastal bend.
I have built my reputation on a patient and attentive service to my clients
MY EXPERIENCE INCLUDES
Call for a free, no obligation consultation
361 – 371 – 9684
Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. All investments involve risk. Past results do not guarantee future performance. There is no guarantee that any investment will return a particular performance result or a better performance result over another investment option.
Advisory services are offered through Texas Elite Advisory, LLC, which is a Texas-based state Registered Investment Advisor. Registration does not imply a certain level of skill or training. Information about Texas Elite Advisory, LLC is available at www.adviserinfo.sec.gov.

