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. 

As a local agent consultations are available at my office, your home or by telephone

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.