Financial Services
Estate Planning
Do you have assets exceeding $150,000? What about an estate plan? Without an estate plan, California courts make decisions about your assets before your beneficiaries see anything. Jim Lawless specializes in revocable living trusts and other elder law solutions that protect your wishes and legacy.
Retirement Planning
Worried about providing for yourself in retirement in Southern California? (Or being able to retire at all?) Jim Lawless works exclusively with guaranteed retirement investments so your future isn't dependent on changing markets.
Long-Term Care
Who will care for you tomorrow? What about long in the future? Jim Lawless can help you plan for long-term care (LTC) in California without impacting your current lifestyle.
Income Protection
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. Income protection insurance in California can cover costs like household expenses during illness or injury recovery.
College Funding
Want to ensure your child gets the best possible education (without starting out adulthood with enormous student loan debt)? Jim Lawless helps parents and grandparents in Southern California with guaranteed financial investments to fund children's futures.
Peace of Mind
