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James S

Series 65

Canyon Lake, TX

Discipline Wealth Solutions, Inc.

James Studer is a financial advisor at Discipline Wealth Solutions, Inc. with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked for SouthWest Airlines for 11 years and served in the Hawaii Air National Guard for 10 years. Discipline Wealth Solutions, Inc. provides investment advisory services to individuals, corporations, retirement plans, and other registered advisors. The firm offers tailored portfolios through various strategies, including discretionary and non-discretionary managed accounts, sub-advisory relationships, and retirement plan consulting.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Cash flow / budgeting Annuities
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