James is dedicated to helping individuals and families achieve their retirement dreams with a personalized financial strategy. With years of experience in the insurance industry, James understands the importance of building and protecting assets through services like:

Retirement Income Strategies
Annuities
Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies
Legacy Planning

James’s journey into financial planning became personal when he faced $30,000 in health insurance costs in a single year. Realizing that many others faced similar financial challenges, he established his own practice to provide expert guidance. Over the years, James has assisted hundreds of clients in securing their financial futures.

He holds a Bachelor of Arts in business administration and finance from Westminster College in Fulton, Missouri, and is licensed in health and life insurance.

When he’s not helping clients, James enjoys spending time with his children, Sawyer and Renley, traveling, bodybuilding, playing hockey, cooking, and composing music for the piano.

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Disclaimer: We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives. The information provided on this site is not legal advice, does not constitute a lawyer referral service, and no attorney-client or confidential relationship is or will be formed by use of the site. Copyright © Sterrett Financial Group 2024. All Rights Reserved.

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1081 Reviews

Genuine expert’ is the phrase that comes to mind when I think about James.

August 29, 2024 1:55 pm

5^{/ 5}

I rarely come across real talents who stand out like James. Few people have the opportunity to have a Financial Consultant with someone ‘Ridiculously efficient’ like James. He flew from Illinois to Texas to meet me face to face. Genuine expert’ is the phrase that comes to mind when I think about James. Highly recommended! ~ Michael L. Andrade ~

James Sterrett

1 Review for James Sterrett

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Genuine expert’ is the phrase that comes to mind when I think about James.

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