Why Choose Peace of Mind Retirement Planning?

This Is My Legacy

Your Peace of Mind Is My Mission

Hi, I'm Jim Lawless. I'm committed to your success, stability, and peace of mind. I want to sit down for coffee with you in 1, 5, or even 10 years and celebrate, not have to explain why your financial plan isn't meeting your needs.

I don't prescribe financial plans—I create them hand-in-hand with my clients through detailed discovery meetings and meaningful questions about your immediate and long-term goals.

I work exclusively with guaranteed financial products that provide predictable results independent of changing markets. I specialize in financial solutions that are as "bulletproof" as you can get, such as revocable living trusts.

If you have $100,000 or more in assets, you need a financial plan. And I have the experience to help you build it.

The Peace of Mind Promise

  • Reasonable Pricing

    Expect high-level financial solutions at fair and transparent prices.

  • Guaranteed Investments

    Never worry about changing markets with only guaranteed products.

  • True Availability

    Connect when you need to—in person, by phone, and even by email or text.

  • Proven Experience

    Let my three decades of experience work for you and your unique plan.

  • No Upsell,

    Get only the financial solutions you need and none that you don't.

  • Complete Solutions

    Get everything you need, like unlimited copies, without added fees.


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
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