Jim Farrish

Banking and Finance. Jim Farrish, Founder and CEO of MSI, has over two decades of professional experience in the areas of Investment Advice, Financial Planning, Tax Planning, Retirement Planning and Risk Management. He is a registered investment advisor, and insurance representative. The focus of MSI is to manage money based on individual goals to achieve the lifestyle that each client desires. Clients have the opportunity to work closely with a professional who manages the portfolio based upon a customized portfolio that is targeted specifically to each client’s risk profile. MSI is selective in the addition of new clients to our firm,. You will be provided an investor profile to complete and return allowing both yourself and MSI to evaluate and review your goals, what you want from your money, your risk profile, experience, and market psychology. This process will determine if there is a potential fit between the two parties. It also allows everyone to make an informed decision about the partnership to manage your money. If necessary, you can review our ADV II that is available on the MoneyStrategiesInc.com website.

cool if you are in control of it instead of it being in control of you. In this book you will learn the 10 crucial steps needed to rule your money instead of your money ruling you.