About
Quickly, I help clients organize, build, protect and transfer wealth.
In practice,…
In practice,…
Articles by Jim
Activity
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Ever wondered what it’s like to work with our team? Take a look at our tools and the resources we can provide for you.
Ever wondered what it’s like to work with our team? Take a look at our tools and the resources we can provide for you.
Shared by Jim Fendrick
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What's your vision for retirement? Paying off all your college debt, retiring somewhere sunny (or maybe cold) or just making sure your family is…
What's your vision for retirement? Paying off all your college debt, retiring somewhere sunny (or maybe cold) or just making sure your family is…
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Online Access puts your account information at your fingertips. See where you stand with your current goals and track progress toward any new ones…
Online Access puts your account information at your fingertips. See where you stand with your current goals and track progress toward any new ones…
Shared by Jim Fendrick
Experience & Education
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Edward Jones
View Jim’s full experience
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or
Organizations
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Bayfront Health - Port Charlotte, FL
Chair
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Team Parkside - Port Charlotte, FL
Board Member
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Gene Matthews Boys and Girls Club - North Port, FL
Board Member and past Chair
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More activity by Jim
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Whether you’re preparing to retire or have already made the leap, let’s explore some strategies to help ensure you have the resources to live the…
Whether you’re preparing to retire or have already made the leap, let’s explore some strategies to help ensure you have the resources to live the…
Shared by Jim Fendrick
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Now that we're midway through 2024, we're reflecting on the first half of the year and looking ahead to three key factors we believe will be drivers…
Now that we're midway through 2024, we're reflecting on the first half of the year and looking ahead to three key factors we believe will be drivers…
Shared by Jim Fendrick
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Whether you hope to invest a little extra income, prepare a future for your family that includes a secure retirement or save for a new home or…
Whether you hope to invest a little extra income, prepare a future for your family that includes a secure retirement or save for a new home or…
Shared by Jim Fendrick
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Not only can your HSA help maximize your health care savings, but it can function as a powerful tool for your retirement strategy.
Not only can your HSA help maximize your health care savings, but it can function as a powerful tool for your retirement strategy.
Shared by Jim Fendrick
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Deciding when to tap into Social Security is a crucial decision with lasting repercussions. But it doesn’t need to be complicated. Learn how these…
Deciding when to tap into Social Security is a crucial decision with lasting repercussions. But it doesn’t need to be complicated. Learn how these…
Shared by Jim Fendrick
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Check out our midyear review and outlook for the back half of 2024 in our latest Weekly Market Wrap.
Check out our midyear review and outlook for the back half of 2024 in our latest Weekly Market Wrap.
Shared by Jim Fendrick
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Do you have questions about how we stay connected? Give me a call to discuss.
Do you have questions about how we stay connected? Give me a call to discuss.
Shared by Jim Fendrick
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Have you been meaning to explore your charitable giving options but unsure where to start? Check out these potential options and then contact me for…
Have you been meaning to explore your charitable giving options but unsure where to start? Check out these potential options and then contact me for…
Shared by Jim Fendrick
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Let me know if you have any questions – always happy to talk.
Let me know if you have any questions – always happy to talk.
Shared by Jim Fendrick
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Retirement (just like any life stage) can throw curveballs when we least expect it. Whether it's divorce, widowhood, sudden health issues or…
Retirement (just like any life stage) can throw curveballs when we least expect it. Whether it's divorce, widowhood, sudden health issues or…
Shared by Jim Fendrick
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Feeling uncertain how much you should be saving for retirement? We can tailor a unique strategy to help you live the life you envision. Check out…
Feeling uncertain how much you should be saving for retirement? We can tailor a unique strategy to help you live the life you envision. Check out…
Shared by Jim Fendrick
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Most of us want to live retirement on our own terms, but we may not be sure how to make that happen. Check out these eight ways to help get you…
Most of us want to live retirement on our own terms, but we may not be sure how to make that happen. Check out these eight ways to help get you…
Shared by Jim Fendrick
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Our latest Weekly Market Wrap discusses a potential silver lining to the cooling economy and how inflation may also be resuming a gradual cooling…
Our latest Weekly Market Wrap discusses a potential silver lining to the cooling economy and how inflation may also be resuming a gradual cooling…
Shared by Jim Fendrick
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