portrait of Jim Toft
FINANCIAL ADVISOR
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

About Jim

Hi, I'm glad you found me! I am a financial advisor and CERTIFIED FINANCIAL PLANNER™ professional with 16 years of experience. My favorite part of what I do is help my clients reach their dreams and goals. Is there a particular goal or dream you are trying to accomplish?

As a CFP® professional, I help individuals, families, widows, business owners, entertainers and professional athletes to:

*Retire with confidence
*Create a plan
*Build wealth
*Execute business-owner exit strategies
*Leave a meaningful legacy
*Get organized
*Be tax smart
*Be mindful of blind spots
*Maximize retirement income
*Collaborate with...

Focus Areas

  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Employee Stock Options
  • Divorce Finances
  • LGBTQ+ Finances
  • Hispanic Family Finances

Work History

  • Edward JonesOctober 2007 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • University of DenverBachelor of Science

Personal Interests

  • Spending Time with Family
  • Camping
  • Sports Enthusiast
  • Volunteering
  • Traveling

Team Members

  • Carla McBride
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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