James (Jim) Gemmill, CRPC(R) and Karen Gemmill, CFP(R) are partners in a financial planning practice affiliated with Cetera Wealth Partners. Inform and educate you on financial opportunities or issues -- and anticipate your life transitions versus react to them. Work together with you to evaluate your total financial picture so you can feel more confident in the decisions you make.
Build a trustworthy and lasting relationship that you can rely on as you achieve personal and financial success. Please take a moment to explore our website and learn more about the services we can provide to you. We look forward to working with you! This article discusses substantial, temporary improvements to the child tax credit due to The American Rescue Plan Act of 2021.
Build a trustworthy and lasting relationship that you can rely on as you achieve personal and financial success. Please take a moment to explore our website and learn more about the services we can provide to you. We look forward to working with you! This article discusses substantial, temporary improvements to the child tax credit due to The American Rescue Plan Act of 2021.
Services
INVESTMENTS: Helping you understand your risk tolerance and recommending the appropriate asset allocation and investment vehicles as you work towards your goals. RETIREMENT PLANNING: Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably and how you may accomplish that.
Cetera Wealth Partners is one of the broker-dealers within Cetera Advisor Networks which was founded in 1983. Cetera Advisor Networks is part of the family of independently managed firms of Cetera Financial Group.
With Cetera Wealth Partners, we as your financial advisors have the independence and freedom to recommend financial solutions that best suit your personal needs and objectives -- and are supported by the vast network of Cetera's people and resources.
With Cetera Wealth Partners, we as your financial advisors have the independence and freedom to recommend financial solutions that best suit your personal needs and objectives -- and are supported by the vast network of Cetera's people and resources.
Jim has been a financial advisor for over 20 years, previously with Voya Financial Advisors. Before that, he worked in the private sector for several years in corporate executive roles and in partnership with small businesses. Karen joined the practice in 2016 after 30 years in financial services across insurance, investments and banking.
Regulatory oversight professionals to monitor and protect client investments and ensure compliance with industry rules/regulations. Health care/long-term care consultants*: we can work with your current consultant or refer you to local professionals. Accountants*: We can work with your current accountant or refer you to local professionals.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
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