GFG Solutions
James Oswald is an accomplished professional with a diverse background in planning, finance, and military engineering. Currently serving as the Director of Planning at GFG Solutions since March 2023, James previously held several roles at Leading Edge Financial Planning, LLC, including Paraplanner and Investment Advisor Representative from July 2021 to March 2023. Experience also includes positions as Regional Vice President at Bold Networking and Agent at Aflac. James's military career spans over five years as an Engineer Officer in the US Army, where responsibilities included leading Engineer Soldiers and managing emergency response operations during Hurricane Matthew. Education includes a Bachelor's degree in Management from the United States Military Academy at West Point.
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GFG Solutions
We are a boutique financial planning firm specializing in working with business owners and other niche clientele on their journey to gain financial certainty. We focus on 4 key areas: risk management, tax planning, key objective planning, and legacy/exit planning. Our mission is to reimagine the financial planning experience and deliver every client a uniquely tailored path toward financial certainty. We are driven to quiet the noise for our clients and simplify the financial planning experience. Even for our most complex planning situations, we strive to bring clarity and peace of mind.