- -Estate Planning
- -Comprehensive Financial Planning
- -Retirement Planning
- -College Planning
- -Charitable Planning
- -Other Financial Planning
- -Tax Planning
- -Life Insurance
- -Health Insurance
- -Long-Term Care Insurance
- -Business Insurance
- -Defined Benefit
- -Individuals and/or Small Businesses
- -Businesses or Institutional Clients
Funds Used With Clients
Firm Client types
|Parker Capital LLC||1 year||Oct 2018 - Present|
|Gordon Capital||4 years, 6 months||Apr 2015 - Present|
|Riviera Capital||4 years, 6 months||Apr 2015 - Present|
|Stoney Creek Capital||5 years, 7 months||Mar 2014 - Present|
|Raymond James Financial Services Advisors, Inc||10 years, 9 months||Jan 2009 - Present|
|Raymond James Financial Services||14 years, 8 months||Feb 2005 - Present|
|Non-Variable Insurance||14 years, 8 months||Feb 2005 - Present|
|Hyre & Associates||11 years, 6 months||Feb 2005 - Aug 2016|
Designations & Memberships
Financial Planning AssociationMembershipThe Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
Certified Financial PlannerDesignationA standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
Chartered Advisor in PhilanthropyDesignationThe International Association of Advisors in Philanthropy, Inc. is a forum of professional advisors who are dedicated and inspired to teach and empower clients to effectively direct their philanthropic resources consistent with their deepest values.
Articles and Answers
Insights by James Hyre
AnswersAsk a financial questionAsk a question
|401k plans, what is the maximum you can contribute in 2013, I am 59 years old.
For 2013 the maximum is $17,500 ($23,000 if age 50 or older)...  (more)
Answered Aug 2013
|I have 3 IRAs with 3 different firms, invested in 30+ stock funds. Would consolidation be a good move or will fees hurt?
Reed,You are certainly asking the right questions. In general, consolidation makes good sense, if for nothing else, to make it easier to manage your investments. Trying to stay on top of 30+ holdings would be quite time consuming, which is likely not how you want to spend your time now, or in reti...  (more)
Answered Mar 2014
|I have a DB plan that pays me approx 2800 per mth. If I dont need, could I rollover the mthly benefits into a Roth IRA?
Hi Joe,This is a great question! If you have already started to receive the monthly benefit, it’s unlikely that you can reverse your decision. If however, you are weighing your choices prior to making this election, then yes, you should be able to convert the benefit into a Roth IRA as a lum sum...  (more)
Answered Apr 2014
|On technical analisis can we expect a 10 percent correction soon?
Armando, you are certainly not alone in asking this question. Market “Experts” have been calling for a 10% to 20% correction for most of this year, due to high valuations and/or some form of technical analysis. Are they correct? – No one truly knows. I would agree with the comments by Layton and...  (more)
Answered Sep 2014
|WHERE DO I FIND A FULL LIST OF INDEX FUNDS?
Rich,www.indexfundsonline.com is a good source.Jim...  (more)
Answered Dec 2013
|Where do i start when planning a retirement if my employer does not offer any plan?
Hi Joshua! You ask a great question, one that many people have, but many don’t act on. Certainly the earlier you get started working on developing a plan for your retirement is preferable, it is still helpful to get started even later in life!We have developed a list of what we believe are the el...  (more)
Answered May 2014
Licenses & Conducts
$120.0MTotal Assets Under Management
$0Total Assets Under Advisement
200number of clients
$600.0KEstimated Average Account Balance Per Client
Raymond James Financial Services Advisors, Inc
$103.7BTotal Assets Under Management
N/ATotal Assets Under Advisement
$301.7KEstimated Average Account Balance