James Miller is the founder of Baobab Wealth Management, and offers advisory services through Intervest International Inc., an SEC registered investment advisor. With 20 years of experience, Jimmy works with individuals and families to create financial plans that address their individual situations. He has a bachelor’s degree in business administration and holds the CRPC (Chartered Retirement Planning Counselor) and the CMFC (Chartered Mutual Fund Counselor) designations from the College for Financial Planning. When not working on a financial plan, you will usually find Jimmy with his wife, Sonja, and his son, Hendrik, or his clients enjoying the great outdoors! Jimmy is an avid fisherman, hunter, scuba diver, mountain climber, sailor, and world traveler! He also enjoys volunteering his time with the Boy Scouts of America as a troop leader. Learn more about Jimmy by connecting with him on
LinkedIn.
By Jimmy Miller
Have you ever gone down a rabbit trail researching a product or business only to find yourself overwhelmed by the glut of information and even less prepared to make a decision? In other words, does information overload …
By Jimmy Miller
One of the top anxieties Americans face today in relation to retirement is the fear of not having enough money to retire, with only 27% of pre-retirees believing they’ll be financially prepared for a retirement lasting 10 …
By Jimmy Miller
What do you think of when you hear the word retirement? Spending your days on a golf course? Doting on your grandchildren? Traveling to your heart’s content? Doing absolutely nothing for the first time in your …
By Jimmy Miller
I love to travel. If you don’t believe me, check my passport. I’ve been to 8 different countries in the past 90 days. So, I get it. I understand the need to just pack your bag and …
By Jimmy Miller
With a world of information at our fingertips, we can find reviews, history, product specifications, and a plethora of other details about anything we are thinking of buying. In other words, before making a major purchase, we …
By Jimmy Miller
What usually comes to mind when you think about how you will spend your retirement? Perhaps some traveling or bucket-list experiences? Or maybe enjoying extra time at home with family? Most of the time, we look ahead …
By Jimmy Miller
Many people say that the most important things in their life are family, happiness, health, or a sense of purpose. While money may not top that list, it affects every part of your life and can give …
By Jimmy Miller
When it comes to achieving your financial goals, you deserve to receive the advice and recommendations that will ultimately be in your sole best interest. What that means is that the advice you receive should, first and …
What new goals are you trying to reach in 2020? Are you focusing on your physical health by joining a gym and cleaning up your diet? Are you throwing yourself into your career in order to earn a promotion? Or …