James Conaway – Craft Talk

By | February 13, 2017
February 16, 2017 @ 12:00 pm – 1:00 pm
Tustin Ranch Golf Club
12442 Tustin Ranch Rd
Tustin, CA 92782
Free for Rotary Guests. $25 for visiting Rotarians
Roger Carlson
(714) 318-3629
Jim Conaway 4/20/16

James Conaway

Wealth Strategist

James Conaway has been helping people with their financial lives for over 28 years. As a Wealth Strategist at C&C, he provides comprehensive financial advice, retirement planning and insurance recommendations based on the unique wants and needs of his clients. The Six Step “Clarity Curve” is a process Jim uses to identify, create and implement custom strategies for the personal situations of those he works with. Jim possesses extensive experience in the use of prudent strategies with real estate, charitable planning, pensions, business structures, insurance. Jim holds the CRC (Certified Retirement Counselor), the CSPG (Certified Specialist in Planned Giving) & the LUTCF (Life Underwriter Training Council Fellow) designation.

Jim and Lorraine Conaway established C&C Wealth Strategies in 1996 to plan for better futures. Our company provides wealth preservation strategies encompassing financial planning, tax strategy, real estate investing, insurance solutions and more. Jim and Lorraine guide C&C by their moral obligations which suite to always put their clients’ financial lives in as the forefront of the business. Jim, Lorraine & the staff are continuously educating themselves on different ways to help clients meet their financial goals. It is through a cognizant design of support and education where we establish lifelong relationships with clients and their families.