Meet the President

 With nearly 35 years of experience in the insurance and financial services sector, Jim is well-versed at helping individuals, families, businesses and charities take control of their finances and plan for their futures. He’s nationally known for his ability to innovate and create workable strategies built upon math-based solutions that supply the capital and income needed by clients. As his knowledge and skills have grown, he has developed patent-pending programs that allow clients at or near retirement to protect their assets, increase their fixed income and address any obstacles that stand in the way of experiencing a comfortable retirement. Jim currently lives in Longwood, Florida, with his wife, Denise.