About Us

What are your financial concerns, challenges, and goals? Why are they important to you? As a financial advisor in Southern California, Jim Lawless starts with these foundational questions before making recommendations on how to build your financial plan. Financial peace of mind doesn't come from having "a plan", it comes from knowing your plan.

Your Peace of Mind Is My Mission

Hi, I'm Jim Lawless, owner of Peace of Mind Retirement Planning. I am committed to your success, stability, and peace of mind! I want to sit down for coffee with you in 1, 5, or even 10 years and celebrate, not have to explain why your financial plan isn't meeting your needs.

  • I don't prescribe financial plans—I create them hand-in-hand with my clients through detailed discovery meetings and meaningful questions about your immediate and long-term goals.

  • I work exclusively with guaranteed financial products that provide predictable results independent of changing markets. I specialize in financial solutions that are as "bulletproof" as you can get, such as revocable living trusts.

  • If you have $150,000 or more in assets, you need a financial plan. I have the experience to assist you in building it!

Questions? Financial planning is deeply personal. I'm here to help you find your unique financial plan for today's needs and tomorrow's peace of mind.

Our Services

Peace of Mind Retirement Planning provides a number of services designed to provide security for you and your family both for today and in the future. Whether reducing the tax burden on your heirs by eliminating probate costs and delays with a living trust to planning for retirement and college tuition, Jim Lawless is the person to see in the Coachella Valley and Morongo Basin!

Estate Planning

Estate planning encompasses legal and financial measures that dictate what happens to your assets after you pass away and lays out a plan in case you ever become incapacitated.

Let Peace of Mind Retirement Planning show you how.

Living Trusts

Do your assets exceed $150K including the market value of your house? YOU NEED A LIVING TRUST!

Let Peace of Mind Retirement Planning show you how.

Long-Term Care

Retirement planning includes many fun and exciting aspects such as considering goals and lifestyle aspirations. Any complete retirement plan also includes long-term care planning.

Let Peace of Mind Retirement Planning show you how.

College Funding

Despite the clear need for college or vocational training, the majority of college-educated adults graduate with more than $30,000 in federal student loan debt. Students with private student loans have an average of $55,000 in debt.

Let Peace of Mind Retirement Planning show you how.

Income Protection

Income protection is a critical part of financial planning. It’s exciting to think ahead to retirement and achieving your financial goals, but income protection accounts for what happens to your family, business, or standard of living in a worst-case scenario.

Let Peace of Mind Retirement Planning show you how.

Retirement

If you dread examining your retirement funds or have already begun mourning that you “can’t retire”, it is time to talk to your local financial advisor Peace of Mind Retirement Planning about retirement planning.

Let Peace of Mind Retirement Planning show you how.

Ready?

Contact Us Today for Your Free Initial Consultation

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