A Few Words

About Me

Jim Lawless

Practical Financial Advice You Can Count On

Focus Your Time And Efforts On Running Your Business And Leave The Rest To Me

Jim Lawless has been driven in his search for a guaranteed retirement plan that allows his clients to be independent of children, family members, governments, and 401k’s, IRS’s, 403b’s, 457’s, etc. that fluctuate in a rollercoaster market.  Jim refers to this solution as “Infinite Banking.”  He also limits his practice to solutions involving, unique Long-Term Care (LTC), and perhaps the most important consideration for business owners, Disability Income.

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Jim’s background with fixed investments and lecturing in over 250 college courses in Economics, Finance, and Accounting provide an unusually powerful dynamic.

He served as President (Chairman) of a large credit union in Southern California for four years where he was instrumental in setting policy that resulted in an average growth of 75% annually for each of those years. Jim has also served as Chairman of a Chamber of Commerce, and currently volunteers as Treasurer with a Theatre and Cultural Art Center.

Jim and his wife, Doris, have been married for over 55 years.  They have two daughters, Kris & Becky, and three grandsons.  They have been active volunteers in Southern California since moving to the desert in 1971.

This ex-Marine also believes in giving back.  He’s volunteered as Treasurer of a non-profit that assists stroke and arthritis victims.  Jim has provided discreet support and donations to no-kill animal shelters.  He also says he has “obtained tremendous experience” as a “trash picker” by volunteering in the California Adopt-A-Highway program for five years to pick up trash on two separate 2-mile sections of highway.

Jim is serious about helping others achieve financial independence, whether for retirement or building a legacy for their grandchildren.  He also provides solutions for long-term care, college funding for children & grandchildren, tax-free retirement, and living trusts.  For business owners, Jim offers disability insurance, which is a must for economic stability, both personal & business-wise should an injury occur.  He is a straight shooter when it comes to HELPING YOU ACHIEVE YOUR GOALS!

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