There are many states with favorable tax exemptions and limitations on income streams that specifically matter to retirees. On this episode of THE STREAM, we are going to highlight one in particular: Social Security.

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James Werner is a Certified Financial Planner™ professional with over 25 years’ experience in wealth management and personal financial planning. James takes a special interest in areas where finance intersects with daily life.

“Being included in the important financial decisions our clients face and helping them navigate those decisions is extremely rewarding,” James says. “I’m thankful to work in an industry that allows me to solve problems, develop strong personal relationships, and share my experience.”

James graduated from The University of Texas with a degree in Business Administration in Finance and Economics. He acts as an advisor to the UT Planned Giving Council, serves on the Advanced Planning Steering Committee for eMoney Advisor, and speaks frequently on philanthropic planning.

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Learn more about Silicon Hills Wealth Management here. Silicon Hills Wealth Management is a financial planning and wealth management firm based in Austin, Texas. We provide exceptionally personalized financial planning services, specially designed to impact people’s lives for the better at every level, for a world truly invested.

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