About Forerunner Financial Planning

Mission Statement

To assist others who share a desire to be good stewards of our blessings–whether they are self directed investors, aspiring self directed investors or those who merely want to take more control of their finances–by providing collaborative financial planning services for reasonable fees on an as needed basis. – AMDG

The Best of Both Worlds

gia-logoForeunner is Jim McMahon’s small and personal practice, but “we” are much more than that.  We are an office and Investment Advisor Representative of Garrett Investment Advisors, LLC.

Garrett Investment Advisors, LLC, is a fee-only SEC Registered Investment Advisor firm and a new offering for members of the Garrett Planning Network, Inc., an international network of fee-only financial advisors and planners.

We are independent advisors and our goal is to make competent and objective advice accessible through hourly as-needed financial planning.

With the GIA team and the Garret Planning Network behind him, Jim gains economical access to sophisticated planning tools and can worry less about all the administrative issues so he can devote more of his time to his clients.  Jim’s clients benefit from the second opinion that GIA’s oversight provides and the wealth of specialized knowledge that Jim can access from the whole Garrett Planning Network.  Everyone can use a backup; who is yours?

About Jim McMahon, MBA, CFP®

Jim McMahon, MBA, CFP®

Jim McMahon, MBA, CFP®

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.

About Our Name & Logo

Jim McMahon...Once Upon A Time

Jim McMahon…Once Upon A Time

Per Merriam-Webster, the definition of FORERUNNER is
1: one that precedes and indicates the approach of another: as

a: a premonitory sign or symptom
b: a skier who runs the course before the start of a race

2: predecessor, ancestor

We chose the Forerunner name because forerunners allow those that follow them to learn from and then surpass them (and CoPilot was already taken). Our logo includes giant slalom ski racing gates because the forerunner in a ski race offers a good metaphor for what Forerunner Financial Planning can do for you. The skiing forerunner, an experienced and capable skier, expects those that follow him to do better. The skiing forerunner must exercise some caution to prove the course is skiable. Those that follow can decide where to stay in the forerunner’s tracks or where to take additional risk in order to reach the finish line faster. The competitors are often younger, more athletic and better equipped than the forerunner. Similarly, you may begin sooner, have more earning potential and utilize investment tools that are far superior to what this Forerunner had to work with over the last three decades. In short, you can learn from the Forerunner and you can do better.

(Full disclosure: In the late 70’s Jim McMahon had more fun than success, racing for the University of Toledo Ski Team (nothing to brag about either).  The photo of him falling off a broken cornice was from a bit later.  His kids can ski circles around him now, but the older he gets, the faster he was.)