Jim  McMahon

Jim McMahon

| CFP®, MBA

Forerunner Financial Planning

Fee-Only Financial Planner serving the Toledo, OH area.

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

Visit Us

7634 Wind River Drive
Sylvania, OH 43560

Jim McMahon is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Professionally speaking, financial planning is Jim McMahon’s second act. But Jim has always been a shameless finance geek. Throughout a rewarding 27 year career in industrial sales engineering and sales management that culminated in his ownership of OmiTech, Inc., he was an avid and successful private investor. When his friends were pouring over the sports pages or watching games he usually had his nose in The Wall Street Journal, Forbes or the Value Line Survey. Before Quicken met his requirements, he had his own customized database for tracking investments. Eventually his investment income overtook his earned income and provided him the financial freedom to pursue his new vocation –helping others to achieve the same freedom to pursue their dreams – hopefully for another 27 years.

Jim received an MBA in Finance from Fairleigh Dickinson University in 1986. He completed the required education curriculum of the Certified Financial Planner Board and passed the two day (10 hour) CFP® Certification Examination in March 2011.  After gaining the required professional experience he became a CERTIFIED FINANCIAL PLANNER™ in March 2014 . He also passed the Series 7 (now lapsed) and Series 66 licensing exams.

Jim and his wife Lori reside in Sylvania. They have three sons, Ryan (College of Wooster ’08), Dan (OSU ‘10) and Mike (University of Cincinnati ‘15).

Jim was the head coach of the 7th & 8th grade lacrosse team at Saint John’s Jesuit Academy from 2007 through 2013 and is hoping to assist the new coaches in whatever way he can. He (probably) gave up rock climbing with his sons, but he still enjoys skiing with Lori and the kids, sailboarding and playing bad golf with his good friends at Highland Meadows, where he has served on the Board of Directors and numerous Finance Committees.


Investment advisor representative of and investment advisory services offered through Garrett Investment Advisors, LLC, a fee-only SEC registered investment advisor.  Tel:(910) FEE-ONLY