Jim Plasko RICP, AIF - Beyond Asset Management

Home
United States
Cumberland Gap, TN
Jim Plasko RICP, AIF - Beyond Asset Management

Founding Partner of Beyond Asset Management
[email protected] . (615) 515-8146 “The best time to plant a tree was 20 years ago.

The second best time is now." - Chinese Proverb

After more than a decade of experience working with his clients, Jim knows that for him advising clients is more than a career; it’s a calling. By matching a client’s needs with our innovative solutions, Jim has earned the trust, respect and friendship necessary to help make a difference in his client’s financial lives. He strives to help people achieve financial independence through a lifelong process. This process begins with asking the important questions, and establishing the foundation of a solid financial strategy, while maintaining the flexibility that today’s evolving financial world demands. Jim’s talent and dedication to the industry has extended beyond serving clients to his role as a leader and mentor in the firm. He works with multiple associates in the firm to develop their practice and assist their clients in achieving their goals. As a result, Jim has been recognized multiple times as a Leading Sales Manager with Signator Investors, Inc., has received numerous awards within the firm including the "Innovator Award", and "Associate of the year". His team members have been locally recognized as New Associate of the Year several times since he joined the firm. I am licensed to sell Insurance Products in the following states: AL, AZ, CO, FL,GA, ID, KY, LA, MN, MO, NC, TN, TX,VA, WI
I am licensed to sell Securities in the following states: AZ, FL, GA, ID, KY, TN, NC, MO, LA, MN, CO, WI

Innovative Financial Group is independent of Signator Investors, Inc. Registered Representative/Securities and Investment Advisory Services offered through Signator Investors, Inc., Member FINRA, SIPC, a Registered Investment Advisor. Innovative Financial Group, 210 25th Avenue North, Suite 1200 Nashville TN 37203
http://www.signatorinvestors.com/assets/Signator-Privacy-Policy.pdf
167-20170717-385638

11/02/2026

Lifestyle inflation can be the enemy of wealth building.

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

11/01/2026

Embrace the new digital era and ensure careful ownership, management, and estate strategy for your intellectual property.

Intellectual property ownership and its implications for ordinary people and estates.

10/31/2026

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this message.

A windfall from a loved one can be both rewarding and complicated.

10/30/2026

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?

Is your estate in order? This short quiz may help you assess your overall strategy.

10/26/2026

Do you have a will? Is it updated?

When do you need a will? The answer is easy: Right Now.

10/25/2026

When was the last time you updated your will?

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

10/24/2026

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care might cost and how to prepare.

Estimate potential long-term care costs and what coverage may help address them.

10/23/2026

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be the solution you're looking for. Explore how GRATs can help you transfer wealth and reduce gift tax liability.

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

10/21/2026

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Learn about 4 elements that may help you. Watch here:

Learn about the importance of having an estate strategy in this helpful and informative video.

10/19/2026

Many have heard they should avoid probate; do you understand what probate is and how it works?

Probate can be a completely public process, or it can be managed to include as little information as possible.

Address

104 Woodmont Boulevard Suite 210
Cumberland Gap, TN
37203

Website

http://GoBeyondAM.com/

Alerts

Be the first to know and let us send you an email when Jim Plasko RICP, AIF - Beyond Asset Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.