Financial Services

Estate Planning | Revocable Living Trust

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.

Retirement Planning and Guaranteed Retirement Income
Long-Term Care LTC

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.

Income Protection | Disability Income
Guaranteed College Funding

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

Peace of Mind retirement Solutions


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


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


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


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


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

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.

Peace of Mind retirement Solutions
Scroll to Top