Jim believes there are always options for everyone and that a simple “no” is not a viable answer when planning your financial independence!

If you’re looking for expertise and guidance presented in a fun and simplistic way you’ve found it! Jim, a Distinguished Toastmaster, has presented in excess of 800 live presentations throughout the United States and has had numerous articles published over the years. With over 40 years of experience in the insurance, financial services, and employee benefits fields, Jim offers a wealth of personal experience and expertise. He has had the pleasure of meeting with over 16,000 customers to evaluate their needs, discuss options, and solutions.