James Craig

Jim Craig is a financial planner and fully licensed life and disability insurance agent.  With over 10 years as a financial advisor, Jim has built a clientele that consists of families, individuals, as well as small business owners in Michigan, Ohio, Florida, Tennessee and Vermont.  Jim offers clients a comprehensive range of investment alternatives and services. These include retirement planning, estate planning and professional asset management through LPL Financial designed to help address both short- and long-term financial needs.

Jim places emphasis on providing each client with a personalized investment program.  This is accomplished by fully understanding each client’s current situation, designing a plan, implementing the plan, and setting up regular reviews.  The reviews are scheduled on a quarterly or semi-annual basis.  Every review goes over any changes in client’s current situation, previous objectives set, the performance reached, and current market conditions. Blending, integrity, hard work and a willingness to listen, Jim Craig is dedicated to helping his clients pursue their goals and become financially independent.

A long time resident of Saline Michigan, Jim is active in the community. He conducts financial planning seminars on regular basis and is a frequent guest speaker for various groups. Jim belongs to the Saline and Ann Arbor Chambers and is active in Saline High School where his 3 son’s go to school.  Jim also has 2 daughters in college.

Jim earned his bachelor’s degree in business administration from the Ohio State University in 1983.  He went on to earn is his MBA from Allentown College of Saint Francis de Sales in 1999 majoring in finance.

To learn more about Jim’s comprehensive financial planning approach and investment alternatives available, please contact him today for no-obligation appointment.