While Jim has several decades as an insurance, investment, and financial practitioner (background is former CFP®), he has since narrowed his scope–primarily to several “age-appropriate” areas.
He specializes in Medicare health insurance options, financial asset protection, paying for home and long-term care using tax-efficient assets (esp. under the Pension Protection Act of 2006), creating safe and guaranteed income for life, and legacy planning.
He likes to point out that, as important as asset accumulation is, protecting your assets and ensuring their distribution according to your intentions are absolutely key. If your financial plans are to work out as you thought during the hopeful years laboring to build those assets, then protecting them and directing them are just as important.
His majority focus is in Missouri, but his licensing and capabilities stretch broadly.
Jim strives hard to have his work efforts and results, and his client relationships reflect his Christian faith. He takes to heart, and loves sharing with others, the good news, the wonderful news, of the Gospel message of Jesus Christ–what He saves us from and for and to!
Why choose us?
Because Jim, and his team of Local Partners, are called upon to be highly professional and skilled in a number of areas. That is better done with a team, rather than a “star”.
Getting your health insurance right during the many years of retirement is a “big deal”. So is protecting your financial assets from too much risk, and fees/costs, and taxation. Or from being insufficient to meet the significant costs associated with paying for our day-to-day expenses and our healthcare.
Key reasons to choose us:
314-876-7759 for Medicare -related
636-310-3115 not Medicare related
St. Charles, MO 63303
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