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Retirement Plan Advisors and Wealth Managers

St. Simon, GA

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World Investment Advisors - St. Simon, GA

We exist to create successful retirement plans for both employers and their employees. Our full-service consultants serve as expert advocates and fiduciary partners to help our clients navigate the responsibilities of being a plan sponsor while helping employees meet retirement on their own terms. Specifically, we help employers optimize their retirement plans through fiduciary risk management, employee support, investment selection and monitoring, vendor support, plan operations, cost controls, and tax savings. For employees, we utilize tools of behavioral finance in order to help them make positive financial decisions that lead to sustainable habits and improved financial wellness – helping employees and the bottom line. Our goal is to make complex retirement plans simple for all parties. It is truly an opportunity to "do well by doing good."

MEET THE TEAM

Jeff Seymour
Managing Director
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With over 25 years of experience dedicated to the corporate qualified plan market, Jeff specializes in helping plan sponsors create results driven retirement plans while managing total plan expenses, developing effective employee communication strategies and minimizing fiduciary liability exposure.

A graduate of The Georgia Institute of Technology, Jeff became a Pension Specialist with Lincoln Financial Group. From there, he moved into a Regional Pension Sales position with Pan-American Life, and later to SunAmerica as a Regional Vice President. During this time Jeff founded Retirement Plan Solutions and BenefitsMatrix of Georgia in 1999. Registrations include Series 6, 63, 26, 65 and Life, Health and Variable insurance. He has also earned the Accredited Investment Fiduciary designation from the Center for Fiduciary Studies.

James Vanke
Managing Director
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James Vanke has over 20 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique environment.

At WIA, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk management, employee financial wellness, investment selection and monitoring, vendor relationships, plan operations, cost controls, and tax savings.

Financial stress is a major contributor to increased health care costs and absenteeism. As a behavioral finance and financial wellness specialist, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits, and that it will pay dividends in the workplace.

James holds a Master’s Degree in Accounting and a Bachelor’s Degree in Business Administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment Fiduciary.

ADDRESS & CONTACT INFO

World Investment Advisors - St. Simon, GA
2007 Sea Palms West Drive
St. Simon, GA 31522

HOURS OF OPERATION

Day of the Week
tue8:30 AM - 5:00 PM
wed8:30 AM - 5:00 PM
thu8:30 AM - 5:00 PM
fri8:30 AM - 5:00 PM
satClosed
sunClosed
mon8:30 AM - 5:00 PM

WORLD INVESTMENT ADVISORS

Questions or comments? Reach out to us!