With decades of experience in helping individuals with their planning and investments, Jim's emphasis for many clients is on retirement planning with income protection strategies, and investment portfolio management. His mission is simply: “Creating a plan that seeks to help folks Plan, Protect and Invest.” He has witnessed numerous changes in the financial services industry over the past 35 years, however, one thing that hasn’t changed is the personal connection Jim cultivates with his clients.
Jim believes in starting a conversation with, “How can I help you?” Understanding what matters to clients is what makes very personal conversations about retirement dreams and goals, coaching and investment management so successful and valuable.