Interview with Eddie James, CKA®, Owner of Harvest Wealth Management- Mitigating Risks in Retirement

Eddie has a clear vision to do things differently as a certified pastor and fiduciary advisor. He wants to challenge conventional thinking in financial services that seem to be all about selling expensive and baffling financial products to the public to generate large commissions, but which never seem to solve the real-world issues faced by clients. He has established a client-focused business culture in which he spends time getting to know his clients, listening to them attentively, understanding them, and building a long-term relationship as a true trusted adviser.

Eddie believes that helping clients see money from God’s perspective changes every decision with money and so he is passionate about providing biblically-centric financial planning to help you achieve the aspirations and objectives you feel God is calling you in life.

He has an incredible innate ability to translate complicated financial and tax strategies into plain English. His diversified experience working with professional employees, churches, and other non-profits helps them understand and answer client queries to the best of his knowledge. He wants to make sure that his clients are as well-versed and well-organized financially as he is, with a defined plan for how their investment funds will be managed to achieve their goals.

Eddie is all about helping others. Eddie believes that helping clients see money from God’s perspective changes every decision with money. Christian clients want a return on their money and have an impact on the world. They realize the brevity of life and see their wealth to invest for eternity and so Eddie devotes a lot of his time to teaching financial literacy, leading a Stewardship ministry, and helping to create healthy churches in Arizona, the United States, and throughout the world. Eddie has a lovely wife and three lovely girls who occupy most of his time outside of the office yet encourage him to look after your funds as if they were his own.

Learn More:
https://www.harvestwealthplan.com

The opinions expressed by Mike Saunders, MBA, and guests on this podcast show are their own and do not reflect the opinions of this podcast station. All Statements and opinions expressed are based upon information considered reliable. Although, it should not be relied upon as such. Any statements or opinions are subject to change without notice. Investments involve risk and unless otherwise stated are not guaranteed. Past performance cannot be used as an indicator to determine future results. Any strategies mentioned may not be suitable for everyone, information expressed does not take into account your specific situation or objectives and is not intended as recommendations appropriate for you. Before acting on any information mentioned, please consult with a qualified tax or investment advisor to determine if it is suitable for your specific situation. This program is designed to provide accurate and authoritative information with regard to subject covered. Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Harvest Wealth Management are independent of each other.

Mike Saunders, MBA

Mike Saunders is the Authority Positioning Coach at Marketing Huddle, the author of Amazon Bestselling book Authority Selling™, Adjunct Marketing Professor at several Universities, contributor to The Huffington Post, and member of the Forbes Coaches Council – an invitation-only community for the World’s Most Influential Business Coaches.