James Crooks has been serving individuals and families in the financial services industry since 2009. He holds a Bachelor’s Degree in Finance from Virginia Commonwealth University and is a licensed investment advisor representative, acting as a fiduciary and committed to acting in the best interest of his clients.
James began his career helping retirees and pre-retirees with life insurance and Medicare. Early on, he recognized a common need among his clients: a more comprehensive, coordinated retirement strategy. Today, James specializes in building holistic retirement plans that integrate investments, income planning, Medicare, long-term care, life insurance, tax strategies, and legacy planning.
He holds certifications as a Registered Social Security Analyst (RSSA®) and in Long-Term Care (CLTC®), bringing added insight to two of the most important aspects of retirement. James and his team focus on helping clients navigate their core retirement decisions with clarity and confidence—always with the goal of protecting what matters most and preserving peace of mind.
Areas of Focus
- Small Business Owners
- Retirement Planning
- Holistic Financial Planning
Education & Credentials
- RSSA
- CLTC
- Virginia Commonwealth University
Personal Interests
- Coaching
- Traveling
- Spending Time with Family