Support & FAQ
How can we help you?
JAMES Consulting Global was established in 2020, however, we have been a financial advocate since 2012. We broke from the marketing leading financial institute, World Financial Group, which is part of Aegon/Transamerica company. Our mission is No Family Left Behind! Before we provide a financial recommendation, we educate clients on the steps on how money works, options they have. We also invite them to our learning platform so that they may validate our recommendation, and then they may pick the best solutions that are the most suitable for. We don’t pressure our clients because we don’t have sales quotas. Our clients eventually have become our extended family! We’d not trade our reputation for anything else.
As of 2022, we had educated more than six million people nationally and internationally. On the solutions side, we represent about 200 financial companies. Most firms are A rated companies. We help families, individuals, corporates, and businesses save money, save taxes with proper protections. We have served more than 1,000 clients. If you would like to have the clients’ testimonials, we shall be very happy to provide you upon your request.
James Consulting Global offers comprehensive workshops, training, 1-1, small group, large group, events on the money topics, such as:
- Cash Flow
- Debt Management
- Emergency Fund
- Proper Protection
- Build Wealth
- Preserve Wealth
Most of the time, the workshops are free of charge. We believe that an educated client may make the best investment decisions for their own money. We want them to understand the basic money rules so that they have better understanding when we work with them. They have access to different partners in our firm. In detail, we work with our clients together to find and adjust the best possible ways to make their money go long and far. Many times, our consultation conversations had included their family members and business partners, as needed.
The key concepts are many. For an illustration here, examples are the Rule of 72 (compound interest), Financial Foundation, Taxes, Tactic Investment. The financial sector has made it very complicated and confusing. Entrepreneurs are often busy people. They have no time to do in-depth study of the financial concepts. Our job is to bring the Wall Street strategy to the Main Street in a simple understanding way, together with partners such as the CPAs and Estate Planners. It’s all about the resources. We do it through our ongoing nurturing of our long lasting relationships.
Emotional intelligence is crucial for achieving financial well-being because it helps individuals understand and control their emotions when it comes to investing. The long term investment takes time to show a big return. Investment strategies selections are vital. Once you select, then you will need to trust it and have the faith of holding it. Of course, the annual policy review process we provide to our clients are invaluable. This is where we evaluate and re-evaluate the strategies in comparison to our trajectory return. Very rarely, we switch our strategies along the path. If it’s needed we may suggest clients to consider it with pros and cons. Again, the emotional intelligence is just use your common sense when it comes to investing money. Trust the people you work with and raise your concerns when needed.
At JCG we believe that true success encompasses all aspects of life – including health and aging. That’s why we partner with communities to provide resources and education on these important topics. Through our partnerships, we are able to offer workshops, seminars, and online courses on health/nutrition, taxes, College application, estate planning, as well as connect individuals with experts in the field to address their specific needs. By partnering with communities, we are able to reach a wider audience, make a solid referral (we accumulate and recommend our most trustworthy professionals for your needs if you need). Our passion is to make the positive impact on the lives of many as how many lives have enhanced and impacted me. This is our time to give back and serve others. We sincerely thank you for trusting us at JCG to guide you towards a healthier, wealthier, and more fulfilling life.
Come to talk us or talk me.