Jim has been in the business of Financial Planning and Insurance Services for over twenty years. Jim holds a Certified Financial Planner designation and Certified Divorce Financial Analyst designation. Our client base is extensive with two personal assistants to help manage Jims full mix of insurance products including specialized Critical Illness as well as his Financial Portfolios and Benefit Book .
Jim’s goal is to assist his clients by enhancing their financial well being for themselves and future generations, while educating them in order to provide them with peace of mind.