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ABOUT SUREPOINT FINANCIAL
We are a team of trained professionals dedicated to helping individuals and families take control of their financial future. We understand that planning for retirement, protecting income, and managing risk can feel overwhelming—especially when balancing career, family, and long-term goals.
Our mission is to simplify the process and provide holistic, practical solutions for every stage of life. Whether you are just starting to build your financial foundation, preparing for major milestones, or approaching retirement, we provide clear guidance and strategies designed to help you make informed decisions with confidence.
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We help clients navigate a wide range of options, including life insurance, long-term care coverage, Medicare planning, and Social Security strategies, along with overall risk management and retirement income planning. By combining education with actionable guidance, we empower clients to understand their choices, protect what matters most, and create predictable, long-term financial security—without confusion or unnecessary stress.
JAMES CROOKS JR., RSSA, CLTC
Serving the community since 2009
James Crooks Jr. has been serving individuals and families in the financial services industry since 2009. He holds a Bachelor’s Degree in Finance from Virginia Commonwealth University and is a licensed fiduciary investment advisor, committed to acting in the best interest of his clients.
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James began his career helping retirees and pre-retirees with life insurance and Medicare. Early on, he recognized a common need among his clients: a more comprehensive, coordinated retirement strategy. Today, James specializes in building holistic retirement plans that integrate investments, income planning, Medicare, long-term care, life insurance, tax strategies, and legacy planning.
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He holds certifications as a Registered Social Security Analyst (RSSA®) and in Long-Term Care (CLTC®), bringing added insight to two of the most important aspects of retirement. James and his team focus on helping clients navigate their core retirement decisions with clarity and confidence—always with the goal of protecting what matters most and preserving peace of mind.
Investment advisory services are offered through Sequent Planning, a Registered Investment Adviser. Insurance products and services are offered through SurePoint Financial, which is not affiliated with Sequent Planning. James Crooks Jr. is both a licensed insurance agent and an Investment Adviser Representative. Advisory and insurance services are separate and distinct, and are offered through different entities.
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