James D. Hough, PhD, CLU, ChFC, CFP, CLTC, AEP
Check James D. Hough’s profile on BrokerCheck
Our mission is to make a material difference in our clients’ lives by joining in partnership with them to address critical financial issues. We serve our clients by using an educational and analytical process to determine their financial and insurance needs. We maintain a professional and permanent relationship with our clients by bringing pertinent information and recommendations through regular reviews and educational programs.
Jim goes beyond providing a plan, taking a fee, and stopping with presentation of a plan. He takes pride in completion of the entire process. Recognizing that a plan, no matter how expensive, is worthless until implemented, Jim sees the process to completion, including implementation. This usually involves a minimum of two meetings, and sometimes several meetings. At Hough Financial Services, they understand that good planning is a “team sport.” Jim works with the client’s other team members — attorney, accountant, trust officer and family members — guiding each step in the process. Jim provides a regular review process, which is essential to good planning. Jim is committed to professional service, with attention to all steps in the process, and strongly encourages his clients to go through a regular, periodic review.
