The specific issue for planning is something called longevity risk, or the possibility an individual will live to such an advanced age that they will deplete their retirement savings and be forced to rely solely on Social Security and Medicare for their expenses.
Read More
James f. chapman, awma
James F. Chapman AWMA®, is a Wealth Advisor and the Chief Innovation Officer of Clearwater Capital Partners. James joined the firm in 2010 and completed a series of summer intern assignments. Later, he transitioned to a full- time client facing Wealth Advisor in the Clearwater Residency Program.
Today, as Wealth Advisor, James works directly with successful individuals and families. His clients include business owners, medical professionals, entrepreneurs, and charitable foundations. His areas of expertise include lifetime income modeling, integrated portfolio management, and comprehensive financial planning. James works alongside the firm’s Senior Partners on advanced Family Office cases, providing tailored advice to multiple generations of the firm’s client families.
© The Driven Fiduciary
Investment Advice Offered Through Clearwater Capital Partners, A Registered Investment Advisor
