James Comblo

CEO Of FSC Wealth Advisors, LLC

About James

James Comblo is the CEO of FSC Wealth Advisors, LLC, a firm that helps individuals and business owners achieve their retirement dreams. With over 10 years of experience in the financial industry, he has a deep understanding of the challenges and opportunities that small business owners face when planning for retirement. He is passionate about helping them overcome their fears and doubts and providing them with simple and effective solutions to manage their assets. His team follows a customized and holistic planning process that gives clients the peace of mind they need to enjoy their retirement years. This allows them to pursue their interests and spend quality time with their families, knowing that their retirement goals are in good hands.
James is on a mission to help 10,000 small business owners retire stress-free by 2033.


“The advice and approach are always spot-on. I’ve seen a lot of advisors, but none like James.”
— Ronald Jordan, Owner, Westchester CPA
“Meeting James and his team was the best thing that ever happened to my family.”
— Tim Gordon, Retired Executive

Speaking Topic

3 Bold Steps Toward Tax-Efficient Retirement Without Giving It All Away

Many hard-working blue-collar entrepreneurs have built substantial wealth through their businesses, but they are worried about how to protect it and make it last in retirement. They face many challenges and uncertainties such as taxes, social security, and market volatility. In this talk, James Comblo reveals three bold steps to help them achieve a tax-efficient retirement without giving it all away. Attendees will discover how to create “tax-efficient funnels” that reduce their tax burden and increase their income, how to avoid the social security “trap” that could cost them thousands of dollars, and how to handle the sequence of return risks that could jeopardize their retirement savings. This talk will empower attendees to take control of their retirement planning and enjoy a worry-free lifestyle.

Note To Meeting Planners

A Retirement Expert For Small Business Owners

James specializes in helping entrepreneurs simplify their finances and achieve their retirement dreams. He shares his insights, strategies, and stories that will inspire and empower your attendees to take charge of their retirement planning and enjoy their golden years.
James has spent the last 10 years guiding business owners toward their ideal retirement lifestyle. His goal is to empower 10,000 entrepreneurs to achieve a worry-free retirement by 2033.

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(845) 297-0300

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