Advisor Information
Jim Shagawat
CFP, ChFC, MBA
Partner Advisor
Firm
AdvicePeriod
Based In:
New Jersey
Serving Clients in these States

For 20 years, I’ve helped folks know how much they will need throughout retirement and the map to get there.I work with busy executives, those approaching retirement, and retirees. And, while my clients come from diverse backgrounds, one thing they all have in common is the realization that “it’s time to get serious.”