|About||We show Savers how to use, protect and enjoy their money!|
|Mission||To help Savers use, protect and enjoy their hard-earned dollars.|
|Description||We show Savers how to use, protect and enjoy their money!|
Jim’s practice focuses on helping his clients use, enjoy and protect their money. He provides informational workshops to employees and area residents in regard to debt freedom, employee benefits, college planning and retirement choices. His proven financial planning process gives clients a straightforward game plan to readily understand and follow.
This client-centered educational approach helps members manage their money more efficiently by implementing strategies tailored to maximize their resources, with greater peace of mind.
Focus: Retirement & Investment Planning, College Funding, Life & Health Insurance Services