It's Not Just "A Plan"
It's Your Peace of Mind
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. Because financial peace of mind doesn't come from having "a plan", it comes from knowing your plan.
Peace of mind comes from personal financial solutions, not prescriptive recommendations. Jim Lawless specializes in using guaranteed investments to help clients realize their goals.
Jim Lawless has over three decades of experience. He has driven the success of institutions and individuals, using a deep understanding of both financial products and his clients.
Jim Lawless is committed helping you achieve your financial goals—no upsell, hidden fees, or unanswered questions. You get what you need for today and tomorrow's peace of mind.
Financial Planning Services
Do you have assets exceeding $150,000? What about an estate plan? Without a plan, courts decide what to do with your assets. Jim Lawless specializes in revocable living trusts and other elder law solutions that protect your beneficiaries.
Worried about providing for yourself in retirement? (Or being able to retire at all?) Jim Lawless works exclusively with guaranteed retirement investments so your future isn't dependent on changing markets.
Who will care for you tomorrow? What about long in the future? Jim Lawless can help you plan for long-term care (LTC) without impacting your current lifestyle.
Is your family or business dependent on your income? Jim Lawless works with clients just like you to create a plan that provides critical income to the people who count on you when you can't.
Want to ensure your child gets the best possible education (without them starting out adulthood with enormous student loan debt)? Jim Lawless helps parents and grandparents use guaranteed financial investments to fund children's futures.