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James Ennis

CASL® i
Chartered Advisor in Senior Living® :

Applies specialized knowledge to lead you from middle age through retirement and help you manage, preserve, and transfer your wealth.

 ChFC® i
Chartered Financial Consultant® :

Applies foundational knowledge about insurance, taxation, retirement, estate planning, and small business planning to help create your financial plan.

 RICP® i
Retirement Investment Certified Professional® :

Applies deep, specialized knowledge to build a sustainable and holistic retirement income strategy, tailored to your situation and income sources.

 TPCP® i
Tax Planning Certified Professional® :

Applies deep, specialized knowledge to create a financial strategy that minimizes your tax burden.

Professional Profile

About me (self-reported)

Over time I’ve developed a process for working with my clients designed to put them in the best position to succeed. The first step is asking the right questions to get a picture of your financial situation and where you are today. The second is understanding what your goals are for the future. The third step provides an honest assessment of how attainable those goals are. this provides a firm foundation so you know what to expect and can feel confident that we’re being thorough.

Address 2323 Grand Ave., Suite 100A
Des Moines, IA 50312

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My Expertise Retirement Income Planning, Financial Planning, Life Insurance & Risk Management, Philanthropic & Estate Planning, Retirement Income Planning, Special Needs Planning, Tax Planning, Wealth Management, Retirement Income Planning, Tax Planning Designations Held
CASL® i
Chartered Advisor in Senior Living® :

Applies specialized knowledge to lead you from middle age through retirement and help you manage, preserve, and transfer your wealth.

 ChFC® i
Chartered Financial Consultant® :

Applies foundational knowledge about insurance, taxation, retirement, estate planning, and small business planning to help create your financial plan.

 RICP® i
Retirement Investment Certified Professional® :

Applies deep, specialized knowledge to build a sustainable and holistic retirement income strategy, tailored to your situation and income sources.

 TPCP® i
Tax Planning Certified Professional® :

Applies deep, specialized knowledge to create a financial strategy that minimizes your tax burden.
Minimum Assets $100,000 - $249,999 Minimum Income $50K - $99,999 Languages Spoken (self-reported) English

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