With over 25 years of experience in the financial services industry, Jim believes in personal service and is dedicated to your long term success. As a financial advisor, Jim specializes in Retirement Income Planning and Wealth Transfer. His focused insight is to guide his clients either in or nearing retirement, utilizing his experience to match your own personal needs. He is dedicated to providing you with objective solutions while helping you achieve financial independence. Jim values the relationship he has with you and understands your need for personal service. He believes on building an enduring client relationship through his commitment to provide you with outstanding guidance and service.