Tahoe Financial Planning
About Jim Van Meter
Jim is a Certified Financial PlannerTM and Retirement Income Certified ProfessionalTM serving clients in Nevada and California. He attended the University of California, Berkeley, did honors work in both Engineering and Psychology, graduated Phi Beta Kappa, and returned for his MBA in Finance. He has held financial positions in tax accounting, mortgage lending, and banking, as well as technical, marketing, and management positions in large and small firms, such as IBM, Oracle, and Bank of America. He left the corporate world to pursue personal financial planning and focuses on issues of concern to current and near-term retirees, as well as those who want to lower their financial risks.
Jim takes an evidence-based approach to financial planning. He helps clients sift through competing and contradictory financial choices and beliefs to adopt solutions that have been proven to work with consistently high probabilities, to increase the odds of reaching long-term financial and life goals.
Jim has traveled extensively through 41 countries in Europe, North Africa, the Middle East, South Asia, the Far East, and South America. He is especially interested in how and why people move to retire overseas. He lives in Reno, Nevada with his wife, and still likes to travel to new places.
Strategic. Comprehensive. Tactical.
This site is designed to have the best educational content available for those who are interested in: asset protection, reducing income taxes, guaranteed return (accumulation value) annuities coupled with a guaranteed income for life, creating a tax-free retirement nest egg.