Commitment backed by experience “I believe in four unique elements in my approach for clients: reasonable returns, sensitivity toward losses, a thorough understanding of investment choices, and constant monitoring of portfolios.” ~ Jim Yockey
Through his executive and consulting career, Jim Yockey has recognized the value of, and now focuses on, fee-based money management services. He uses risk-managed financial strategies for individuals and business owners using a comprehensive approach for enhanced solutions. Jim coaches clients in making informed decisions and guides them through implementation. With more than 30 years of experience in the financial services industry, Jim applies his knowledge to helping individuals and business clients make informed decisions using a comprehensive, client-centered educational approach. With a desired combination of analytical and coaching skills, he recommends tailored, practical solutions, explains complex issues and guides clients through implementation. Jim focuses on fee-based money management services because this model more closely aligns clients’ goals with his: to protect his clients’ hard-earned money while working diligently to grow it. Jim seeks to bring investments, insurance education, retirement and estate and tax planning into one financial plan to maximize efficiencies and minimize gaps that can leave clients under-prepared and under-protected. He also seeks input from tax advisors, insurance agents, attorneys and other professionals to enhance the integrity of the plan over the long term. Jim has been a Certified Financial Planner. He holds FINRA Series 7, 63, 24 and 65 licenses and is licensed to provide life insurance. Jim also holds a B.A. in Management and Economics from the University of Phoenix, attended the University of Texas at El Paso, holds an M.A. in Psychology and Brain Sciences from the University of Louisville, and a PhD in Organizational Psychology.
Jim A. Yockey Wisdom Financial Management (502)425-4000
A word from Jim
Yockey
In my role as a financial planner, I have found that helping people improve their financial lives is extremely rewarding. Over the years, I’ve seen how comprehensive planning can make a positive difference in a person’s outlook and financial outcome. People who decide to work with a professional gain more understanding and more control of their financial futures. They are generally more optimistic and keep the ups and downs of markets in perspective. In our relationship, I serve as the advisor who provides the support you need to make informed decisions. My leadership skills enable me to bring other professionals to the table— an approach designed to maximize opportunities for reaching your financial goals and accomplishing other important objectives. Helping clients starts with a clear understanding of your values, risk tolerance and goals. In our first meeting, we’ll discuss what’s important to you, your goals and dreams, your attitude toward money, and what’s on the horizon both near and longer term. I’ll ask you to share complete financial information because it’s the only way I can do my best for you. As with your physician, knowing your history and your important desires enables a proper diagnosis. In my experience, people who become clients are open to sharing all their information because they’ve made the assessment that I have both integrity and the expertise to guide them competently on their financial journey. Delegating the financial planning function to me frees my clients to focus more on their business or profession, and spend more time with family, leisure or volunteer activities. My clients are comfortable working with a trusted advisor and willing to take the measures necessary to accomplish their goals—and I strive to earn that trust every day. I hope I’ve given you a sense of who I am and what I’ll try hard to achieve for you. Please take the next step and set up an appointment for a no-obligation consultation so we can begin the work that will lead to a potentially more secure retirement and financial peace of mind. Sincerely,
Jim A. Yockey, Ph.D. Wisdom Financial Management, LLC (502) 425-4000
Securities and investment advisory services are offered through NEXT Financial Group, Inc., member FINRA/ SIPC. Wisdom Financial Management, LLC is not affiliated with NEXT Financial Group, Inc. Jim A. Yockey's PhD is in Organizational Psychology.
IIS6001 10/12