About WRM Advisors - WRM Advisors, LLC

WEALTH & RISK MANAGEMENT ADVISORS, LLC

About Us

About Wealth & Risk Management Advisors, LLC

Our knowledge, experience, and customer service are the foundations of our business. We aim to guide clients through their retirement planning process and help them protect what they have worked hard to build throughout their lives. We are always on our client’s side and happy to assist with any question or concern that they may have.

GET STARTED WITH OUR PROCESS

Our simple and effective process educates clients on how to transition to retirement. Successful retirement requires a different approach than when you were working. We will work together as a team to assist you with Wealth Preservation, Retirement Income and Managing Risk.

CONSULTATION

We will meet at a no-obligation consultation appointment where we can get a basis of what you are looking for and determine how we can assist you in reaching your goals. At this appointment, we will not try to sell you anything or persuade you to work with us. After the appointment, you will be able to choose whether or not you think we are the right fit for you.

PLANNING

After we determine your wants and needs for retirement, we can begin working on the perfect plan to take you from point A to point B. Along the way, we can answer any questions or concerns that you have about your retirement and explain all of the options that you have available to you. This phase lasts as long as you need to feel fully confident in our plan.

IMPLEMENTATION

Once the planning phase is completed, it is time to implement your plan and start bettering you retirement years. After every part of your plan has been implemented, we will continue to monitor your retirement accounts to ensure that everything is moving along as planned. If anything changes, we will contact you and brainstorm how we can get you back on track!

MEET OUR TEAM

We are financial professionals focused on you, your retirement savings, and your wants, desires, and goals for retirement. Read on to learn more about each of us and how we got into the industry!

James G. Huhn, RFC, CRPC, LTCP, CFF

President

James Huhn is a Registered Financial Consultant (RFC), Chartered Retirement Planning Counselor (CRPC), Long-Term Care Professional (LTCP), licensed insurance agent, and holds a Series 66 securities license. He has spent more than two decades in the industry helping others protect what they have worked for throughout their lives. Jim enjoys meeting new people on a regular basis and creating a plan to protect against many financial risks, including market risk, health risks, inflation risk, and longevity risk.

WEALTH & RISK MANAGEMENT ADVISORS, LLC

We offer free financial consultations to help you learn more about us and what we do.