(800) 689-4851
Locate a Speaker
Mike James
8 Woodstone Plaza Drive
Hattiesburg, MS 39402
Other States Served: AL
Profession:
Other
Workshops Offered:
Asset Allocation & Modern Portfolio Theory, Budgeting and Debt Elimination, Exploring Your Options for a Quality Retirement, Financial Blunders - Lessons We Never Learn, Getting Fiscally Fit, Getting Your Financial House in Order, Investment Concerns in a Fragile Market, Legal Lessons for Life, Maximizing the Right Mortgage Strategies in Today's Market, Strategies for a Sustainable Income in Retirement, Understanding 401K Rollovers, Women Approaching Retirement and Beyond, Taking Control of Your Cash - Eliminating Debt
About Me:
As an advisor, I enjoy helping people understand what they are doing ,and why they are doing it, this way. And as a part of our system we use, individuals recover monies they are currently transferring away unknowingly and unnecessarily, to redirect those dollars back onto their side of the ledger.

I, began my financial service career as a mortgage broker in 1986 and later became the principle of an investment brokerage firm in South Florida. My clients over the years have been Marriott, Northern Telecom, Bell South, Palm Beach County School Systems, Southeast Mississippi Rural Health Initiative, and self-employed individuals throughout the southest, as well as instructing financial Continuing Education classes for Credits with CPA's and Attorneys.

Educated with a Bachelor of Science degree, I graduated from the University of Southern Mississippi, Hattiesburg, MS.

Why SOFA?

The Society for Financial Awareness is a nationwide 501(c)(3) non profit public benefit corporation. Our mission is to provide financial education across America, one community at a time. Founded in 1993, we have had the privilege of working with various prominent companies and organizations. Our financial education outreach and years of continued success has provided us name recognition, a reputation of excellence, and most importantly the opportunity to impact lives.

Our members conduct financial education seminars to companies and organizations; satisfying the Department of Labor's requirement, ERISA 404(c). Our seminars are completely FREE of charge and there is no selling of financial products at our events.

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