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FINANCIAL PLANNING & TAXES INC 35 Foothills Parkway MARBLE HILL, GA - 30148-2259 phone: 770-893-4570 fax: 706-893-4580 JIM.BARKLEY@DBS-INS.COM
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Jim Barkley has 34 years experience in the Financial Service and Insurance markets. He is licensed in every state in the southeast for health. life and variable life and annuities as well as securities 6 and 63. He shares a passion and desire to help clients prepare for their future by protecting them through insurance now and planning to preserve their assets through retirement and beyond. Of course, proper tax planning and return preparation is a vital part of that preparation. Jim is well versed in Roth conversions and IRA rollovers
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