At True View Financial, we help people simplify their financial lives and remove the uncertainty that often comes with wealth. Many of our clients are successful professionals and families who’ve built assets across multiple accounts, businesses, and properties—but they often feel unsure how it all connects.
We bring clarity and coordination.
Our process, the Financial Freedom Roadmap™, integrates every part of a client’s financial world, from investments and taxes to insurance, business interests, and estate planning. We work alongside your CPA, attorney, and other professionals to ensure everything is connected and moving in one direction, toward the life you want.
James DesRocher, Founder of TrueView Financial, has built a reputation for helping clients simplify their wealth and live with greater freedom. A trusted advisor to families, professionals, and business owners, Jim combines strategic insight with genuine care — creating plans that align money with meaning and bring clarity to every financial decision.
What rules-of-thumb would you advise clients to help them achieve long-term financial success?
Don’t chase returns—chase direction. True success isn’t about timing markets or picking trends; it’s about consistency, discipline, and flow. We encourage clients to pay themselves first, keep liquidity strong and purposeful, balance growth with protection, and automate smart habits that build momentum. When your money is organized and every dollar has a job, wealth compounds naturally.
What is one of the common mistakes you see people make when it comes to their retirement?
People tend to think retirement planning is just about numbers—it’s not. The biggest mistake is waiting too long to coordinate everything. High-income earners often have great investments but no plan for turning them into reliable income, no tax strategy, and no protection plan if life changes unexpectedly.
“Retirement isn’t a math problem — it’s a coordination problem.”
How do you help your clients achieve their retirement goals?
We start by asking, “What does freedom look like for you?” Once we understand that vision, we build a plan that protects your lifestyle in every scenario, whether the market is up or down, the tax laws are changing, or your business is transitioning. Our clients tell us they feel more confident and in control after our meetings.
That’s the goal: to replace uncertainty with clarity. Through our ongoing process, they know exactly where they stand, what’s working, and what comes next.
Is there anything else you’d like to share?
At TrueView, financial planning isn’t just about managing money—it’s about giving you a greater sense of confidence in the future. We know how hard you’ve worked to build what you have. Our role is to help you enjoy it, protect it, and use it to live a life that reflects our values and goals.
“Clarity creates confidence — and confidence changes everything.”
(Originally published in NorthShore Magazine)
– Jim DesRocher
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 800 WESTCHESTER AVENUE, 4TH FLOOR SUITE N409, RYE BROOK NY, 10573, 914-2888800. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.
PAS is a wholly owned subsidiary of Guardian. TRUEVIEW FINANCIAL LLC is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number – 0M83430. 8533522.1 EXP 11/1/2027