Episode 40: James A. Fitts is a  CFP®, and Principal and Senior Family Wealth Advisor for The Colony Group. He is an experienced financial advisor who consults families on inter-generational gifting strategies, family wealth education, governance, and philanthropy.   He’s the author of the book “Your Next Adventure: Planning for Life After the Sale of Your Business”, which helps detail the next steps one can take after they move past the chapter of their life owning a business.With over 40 years’ experience in the financial services industry, Jim has provided planning to individuals since 1996 and was awarded the Certified Financial Planner (CFPTM) designation in 1999. Links:Get Jim's book “Your Next Adventure: Planning for Life After the Sale of Your Business” on Amazon or wherever books are sold. What's next?What are your views, comments or questions on planning for retirement?  Share them with us at [email protected]! Stay Connected:Cathleen ToomeyLinkedIn: Cathleen ToomeyWebsite: Seniority AuthorityFacebook: Seniority AuthorityInstagram: seniorityauthoritySubscribe to our podcast + download each episode on Stitcher, Apple Podcasts, Google Podcasts and Spotify.

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