28473 U.S. Highway 19 N
Suite 600
Clearwater, FL 33761
Phone: 727-791-1775
Fax: 727-791-6359
Toll-Free: 800-638-7201
Contact Us

Map & Directions

Jim Hirschberger and his team take a needs-based approach to financial planning. "If you do the right thing, and take care of people, the business will come" has been the philosophy since Jim Hirschberger started the firm in 1995 and still holds true today.

We believe that our clients are a part of our family. We encourage them to take an active role in their financial planning. We place great emphasis on educating our clients about their financial choices, evaluating their financial objectives, and advising on their financial future through goal-planning. We help to plan for their future by implementing a strategy and carefully monitoring investment performance.

Mission Statement

As an independent professional advisor, I can offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your attitudes and preferences, your dreams and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.

My approach to financial planning is straightforward: I focus on becoming your partner in building the future you desire. As we work together, I’ll thoroughly explain the investment strategies I recommend, so that you’ll be fully comfortable with all aspects of your investment program. Every decision we make will be focused on achieving the results you want. My mission is to help my clients achieve financial independence through professional advice, individualized planning, sound risk management, quality investment products, and personal, efficient service.