Financial Planning
Your Path to Certainty

Very professional and pleasant to work with. Jim has been my advisor for 9 years now and he's helped us more than we could have been able to imagine. He and staff seem to always seem to answer or get to us promptly when we need something regarding our account or have questions about the markets. This type of service, in my opinion is what I'd call, going way above and beyond!

Jim brought to light and compared my annuity with the best of what he had, which apparently there's like hundreds to choose from. He narrowed down a few and now I have, I think a fixed index annuity. I'm getting a few thousand dollars more in income every year and saving $12,000 in fees a year. I wish I started here instead of at my bank. If you're thinking of having them look at your stuff, don't hesitate!