| JIM STANLEY INVESTMENTS 4901 NW EXPRESSWAY, OKLAHOMA CITY, OK 73132 E-MAIL: jim@jimstanley.com (NO ORDERS) 405-721-3530 800-782-3580 MOBILE 919-3441 FAX 405-721-3632 James S. Stanley (Jim) was born July 25, 1946 in Oakland, California. He is a 1971 graduate of Armstong Business College in Berkeley, Ca. with a BA in Business Management. Moved to Oklahoma City in July of 1975. Married with two children and one grandson. Licenses: Securities Series 07/63 Life/Health and Variable Annuities Million Dollar Round Table Since 1980, he has been engaged in the Securities and Insurance industries. His practice focuses in the following areas: Estate Planning, Retirement Accounts, Extended Long-Term Care, Asset Allocation, and Tax Advantaged Alternatives. Estate Planning Doing Yourself and Your Family a favor. Start Now To Improve Your Quality Of Life Estate planning can help you securely organize your finances and protect the people you love—regardless of your age or income level. Creating a plan now instead of waiting to address issues later, or leaving your survivors to do so, can free you and your family to spend more time on the things you value most. Neglecting to create an estate plan may saddle your heirs with unanticipated legal problems and tax burdens. Further, your estate will be distributed to your spouse and/or relatives according to state law, which may not coincide with tied up or eroded due to probate court (a legal process that evaluates an estate, honors its outstanding debts, pays taxes and distributes or transfers title of assets to heirs). Estate taxes could deplete more than half your estate without a proper estate plan. And, finally, if your children are minors, a judge can appoint a guardian for them that isn’t necessarily whom you would have chosen. You may think that you have ample time before you need to start thinking about future events, but even if you are just entering your peak earning years, an estate plan is essential. Just about everyone can benefit from estate planning—and benefit substantially. More on Estate Planning: http://www.smartmoney.com/ac/estate/ (copy the body "It’s Everybody’s Nightmare" here) Basic Federal Estate Tax Planning: http://www.estateattorney.com/basicfet.htm Life Insurance Trusts and Federal Estate Taxes: http://www.estateattorney.com/ilit.htm Mission Statement To inform the public with knowledge about general principles of wealth accumulation and asset preservation through educational seminars and personal consultations so that we may better guide clients to the best possible financial solutions to their specific needs. Retirement Accounts: Extended Long-Term Care: Asset Allocation: Tax-Advantaged Alternatives: SECURITIES OFFERED THROUGH: |