Financial Advisor in the Coachella Valley

Serving Coachella Valley, California

Indian Wells
Palm Springs
Palm Desert
Rancho Mirage
Cathedral City
Indio
Desert Hot Springs

Phone

Office: 1-800-767-7486 
Direct: (760) 831-7371

Email

[email protected]

Planning for retirement? Long-term care? Your estate and legacy? Count on Jim Lawless as your financial advisor in the Coachella Valley. Jim helps his clients in the Desert Cities, including Indian Wells, Indio, and Palm Springs with estate planning and other critical financial services.

Schedule your free, one-on-one financial consultation to begin building your plan.

Contact Us
Peace of Mind retirement Solutions

Peace of Mind

Peace of Mind retirement Solutions

Retirement
Planning

Are you looking forward to retirement with anticipation or dreading how your lifestyle may change? Jim Lawless can help you create your retirement plan in the Desert Cities.

Get Retirement Ready
Peace of Mind retirement Solutions

College
Funding

What will your legacy be? One resource you can give your children or grandchildren is guaranteed college funding. 

Fund Your Child's Future
Peace of Mind Retirement Planning | Jim Lawless
Peace of Mind retirement Solutions

Estate
Planning

If you have $100,000+ in assets, you need an estate plan. Jim Lawless specializes in the building blocks of estate planning in the Coachella Valley, such as revocable living trusts.

Create Your Estate Plan
Peace of Mind retirement Solutions

Long-Term
Care

Do you have a plan for long-term care? Planning ahead can protect your wishes and help your loved ones make crucial decisions.

Make LTC Decisions
Peace of Mind retirement Solutions

Income
Protection

Does your family or business rely on your income? Get income protection in the Coachella Valley or Morongo Basin to provide for the people you care for when you can't.

Protect Your Income
Scroll to Top