With over 44 years of combined experience, financial strategists, James & Lorraine Conaway have helped clients nationwide find clarity & confidence in their financial futures. Together they create comprehensive financial plans by incorporating traditional values with non-traditional strategies for business owners, real estate investors, charities, families, and individuals. They coordinate their efforts with a client’s tax advisor, attorney, and other power team professionals to address overall goals while focusing on their risk tolerance and tax needs. Jim & Lorraine hold a CRC (Certified Retirement Counselor) and CSPG (Certified Specialist in Planned Giving) designation. Together they have risen over $20 million dollars in planned gifts for various charities. Recently, Lorraine was nominated for the Orange County Business Journal’s Women in Business awards. Together they co-host “Smart Money Talk Radio” on a KNBC affiliate 1050AM. Their goal is to educate listeners and audiences in various speaking engagements across the county on how to be smart with their money.
