Who We Are
"VALUES ARE WHO YOU ARE WHEN NO ONE IS WATCHING." - UNKNOWN
PERSONAL COACHING
James A. Crow, MBA
Investment Advisor Representative
James Crow is the president and founder of WEALTH PLANNERS, LLC. Our focus is what is best for you, the client. We help pursue your dreams by offering creative solutions through an open and transparent advisory process utilizing mutual funds, exchange traded funds, and separately managed accounts. Ready for financial independence?
James holds a Bachelor of Science Degree with a Major in Business and a Minor in Economics as well as a Master of Business Administration Degree with an emphasis in Finance. Additionally, he has an FRC designation (Federal Retirement Consultant). His firm focuses on retirement planning and assisting people approaching retirement.
Mr. Crow assists his clients with strategies to help avoid paying excessive taxes on Social Security, income and estate taxes. He also helps his clients reduce probate costs and protect their income and assets from the potential financial disaster of long-term care expenses. A vital part of his practice is designing a comprehensive income plan that helps safeguard his clients from outliving their income.
Retirement planning in today’s environment is very complex and that is why when you work with Wealth Planners Advisory Group you work with a network of professionals. Our network consists of CPA’s (tax analysis and planning), Certified Financial Planners (CFP), investment managers, and life insurance and long-term care professionals. When we design a retirement plan, our main objective is to bring you and your family a financial “peace of mind.”
Mr. Crow is a member of the National Ethics Bureau. He is an Investment Advisor Representative (IAR) as well as a licensed independent insurance agent representing many carriers.
Mr. Crow was born and raised in Wisconsin so is still an avid Green Bay Packer fan and a Wisconsin Badger fan BUT now living in Louisiana he has also become an LSU and Saints fan as well! He loves camping, boating, fishing and crabbing with family and friends.
Family and faith are the foundation of Mr. Crow’s life and practice. His practice is very successful, and he is well known and respected for his retirement solutions and financial planning expertise because of his honesty, integrity, and commitment to his profession.