More than 40 years experience in the financial industry

Jim Stockman

Financial Advisor

Jim Stockman has joined Vaylark to continue the team’s reputation as one of New England’s premier experts in college funding. With 15 years of experience in the financial and insurance sectors, most recently serving as Vice President at Transamerica, Jim is recognized for his ability to guide families through the complexities of the college financial process.

A native of Connecticut, Jim has lived around the globe, including a stint as a professional sailboat racer in New Zealand. Now residing in Plainville, he enjoys spending his free time skiing or sailing on the Sound – he’d love to have you join him on the water!

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

If you would like to learn more, please contact a member of our team.

Securities and advisory services are offered through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA / SIPC. Vaylark Financial Services and IFG are unaffiliated entities.

The IFG registered representatives associated with this website may only discuss securities or transact business with persons who are residents of AL, CA, CT, FL, GA, MA, ME, NC, NH, NM, NV, NY, OH, RI, SC, TN, VA and Washington, DC.

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2025 Market Update and Economic Outlook

Tax Free Retirement and the Power of Zero

Dinner Briefing at Capital Grille Jan 31, 2025

Government spending, national debt and unfunded mandates create a scenario where taxes likely must go up in years to come. Learn why planning for a Tax Free Retirement may be important for every investor to consider. Financial Advisor Charles Wareham breaks down the concepts described in David McKnight’s best selling books “The Power of Zero” and “Tax Free Income for Life” and shows how they apply to clients’ everyday retirement situations and today’s political and economic environment. This dinner presentation was hosted at The Capital Grille Downtown Hartford on January 31, 2025.