Have A Vision, Create Your Legacy and Give Generously.

We help good people reach their goals and fulfill their dreams.  It starts with listening to your priorities and earning your trust. We provide our clients comprehensive financial planning that grows with them and stands the test of time.  The foundation of my business is rooted in integrity, execution and impact.  The daily priorities that are woven into my business are faith, health, family, wealth and community.

We believe that money management is a great start but in order to have a significant impact on someone’s future you must start with a comprehensive and personal approach.  What this means is that I am with my clients in their good times and also when the challenges of life come and they need me most.  I have had many of my own setbacks but I walk by faith and I work on my vision daily.

My hope is that 2025 is a special year for my clients.  I will stay focused on your business and be the partner you rely on for your financial lives. This steadfast commitment is also a part of Northwestern Mutual’s 165 years of growth and industry leadership.

Create your plan today and take daily action to build the life and legacy you desire.

I look forward to meeting you,

James Booker

NM-DFW

Reach your new level of financial confidence.

I approach financial planning differently. Not only can I help you grow your money, but also protect everything you've worked so hard for-so your finances can take you further.

Growth and protection together can take you further. Growing wealth. Protecting what matters.

I'll look at where you are now, and where you want to go, tailoring your plan from a range of financial options designed to reinforce each other to get you there. Giving you the confidence to live the way you want now, and down the road. Here's what I can help you with:

Protection strategies

Wealth accumulation

Managing tax advantages

Optimizing retirement

Leaving a legacy

Charitable planning

Here are our areas of expertise

Financial Planning

Investment Planning & Strategies

Business Planning

Retirement Planning & Income Strategies

Life Insurance Strategies

Disability Planning

Long-Term Care Planning

Education Planning & Funding

Boost your financial knowledge.