Why Choose Me

This is My Legacy!

Jim approaches Legacy differently than 99% of other financial advisors and planners…which is why his clients refer to him as Honest, Reliable & Trustworthy  He wants to be able to have dinner or coffee with you in 1, 5, or 10 years and not have to explain why your retirement vaporized!  In other words, Jim likes GUARANTEES…not losses.

He does not want you to worry about where your money is on the investment Roller Coaster.  His program works in both Bull and Bear markets!

Do you love your children and grandchildren??????  You can set up a Legacy for your grandchildren NOW, at reasonable cost, that will provide for education, jump start in life,
OR ????????

When you work with Jim, you need not concern yourself about what your IRA, 401K, 403b, 459 is doing…
…or if your child’s education money will be there when you need it!

If you’re serious about creating a Legacy more than several $100,000.00, contact Jim

What you get working with Jim

  • On Time

  • Hard Working

  • Availability

  • Maximum Profitability

  • Classified Transactions

  • Always


Financial planning looks different for everyone. I'm here to help you find your unique plan.

Peace of Mind retirement Solutions
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