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Bringing your financial goals to life


"YOU HAVE DREAMS!  YOU HAVE GOALS FOR YOUR LIFE AND YOUR FAMILY!  I AM HERE TO HELP YOU BUILD AND DEPLOY YOUR FINANCIAL RESOURCES TO ENRICH YOUR LIFE AND THE LIVES OF THOSE YOU TREASURE THE MOST."


Jim believes that your financial resources are tied very closely to the goals and dreams you have for your life and the lives of your loved ones.  A solid financial plan encompasses so much more than just investments.

Jim will work with you to review your financial goals and objectives and be there to help you put a disciplined plan in place.  A comprehensive plan includes optimizing the areas of investment planning for retirement and education; life, health, disability and long-term care insurance; company retirement and benefit plans; and your current financial needs.  He will coordinate planning with your attorney and CPA or link you to quality solutions for your estate planning and tax planning needs.

Prior to becoming a financial advisor in 2014, Jim held various leadership positions for 19 years in financial management, international team management, and personal development with a multi-national, non-profit organization. This experience allows Jim to bring a multi-faceted insight to the financial advice he provides to you. Jim is a St. Louis native. He and his wife, Connie, have two sons who are in college. 

Credentials / License

  • Accredited Investment Fiduciary®
  • General Securities Representative - Series 7/63/SIE
  • Investment Advisory Representative - Series 65
  • Insurance - Life, Health, LTC & Disability

Contact Information

16020 Swingley Ridge Road, Suite 100

Chesterfield, MO 63017

JHertzler@FinancialLegacy.com

636-777-7083 Office-Direct

636-777-7090 Fax

Compensation

Fee (hourly and asset-based) and/or Commission


Check the background of this firm/advisor on FINRA’s BrokerCheck.