
James L. Moore
Social Media Handles: jamesmoorelaw
State: Michigan
Hobbies: Reading, Movies, Triathlons
Niche or Specialty: Estate Planning (Family Wealth Protection Planning) Advanced Estate Planning (anyone over 10 million) Business Exit/Transition Planning I have both the CExP designation from the Business Enterprise Institute and the CEPA designation from the Exit Planning Institute
Bio: Moore is known as the "expert's expert" with a total focus on estate planning for individuals, families, and domestic partners. What is unique about Moore is his affiliation and certification with three national organizations; Wealth Counsel group of estate planning attorneys, The Business Enterprise Institute, and the Exit Planning Institute. Moore once served on the National Advisor Council of the US Small Business Association appointed by then President Ronald Reagan. Moore is a decorated USMC infantry officer having served our nation in Viet Nam. Father of 8 (blended family), grandfather of 15.
Client Service Statement: The motto or our firm is "peace of mind--not just a piece of paper". We offer a completely counseling oriented client experience focused on "co-creating plans that work with people who care". We offer business owners of all sizes comprehensive "Exit/Tansition" planning to help business owners with the single most important task of their life. What to do with their business. Maximize and harvest value and exit in "style" as in, maximum money, minimum taxes, no hassles or messes.
Office Address: 4595 Broadmoor Ave., SE; Ste. 295 Kentwood, MI 49512 5195 Jet Drive Lansing, MI 48911
Phone Number: Clients; 616-345-2900 Me; 616-813-7099
Website: www.mooreandkerbawy.com
