Biography
Jim has been solving the Pension Planning needs for small business owners for 45 years…. He is a specialist… He uses financial products that most investment advisors refuse to consider. He has worked as a specialist in this area giving peace of mind to business owners, entrepreneurs and people who want to build safety using their hard earned money that they accumulate. He has always felt that there is a better way to accumulate wealth without giving a bureaucracy a chance to change the rules.
His passion since 1984 has been Private Pension Plans using Life Insurance products, creatively designed to maximize assets on a net taxable basis. Over his many years in business he continues his education in financial and tax planning, researching materials, attending seminars and frequently being part of updated training and educational classes. That allows him to understand the most up to date and practical ways to accumulate wealth and dispersing it with limited tax consequences from start to finish.
For sometime it’s been Jim’s position that anything you own, own it personally which includes your own Private Pension Plan. Take changes and decisions out of the hands of the Federal Government, don’t let them control your destiny with an oversized government that will recoup revenues by making changes of your most valuable asset your retirement. If Social Security was privatized none of us would worry about the future in that area because the government would have no opportunity to access those dollars. Jim truly believes in privatizing your own retirement plan doing it on a tax favorable basis and there will be no surprises at retirement.