Retirement & Legacy Planner
Jim is an investment advisor representative and has been in the financial services industry since 2003 as a Financial Planner exclusively focused on retirement, financial estate, and long-term care planning. He obtained FINRA securities licenses Series 6, 63 and 65, and is registered to do business in New Jersey, Vermont, South Carolina, Delaware, Florida, Pennsylvania, and Utah. Jim is also licensed in those same states to offer clients Life, Health, (Medigap) and Long-Term Care Insurance.
Jim follows the fiduciary standard when working with clients, which means he will act in only the best interest of his clients and ensure that all retirement advice given is suitable to the client’s objectives, needs and circumstances. A fiduciary remains loyal to his or her clients and makes full and fair disclosure of all facts pertaining to the client’s retirement situation. Since he is an independent retirement planner, he is not restricted to particular products. He is free to draw on the wide variety of options available from a full range of investment and insurance companies to build individualized plans and programs that benefit clients.
Jim is happily married to Darcy, and they enjoy spending time with their families. Jim has two sons, Nicholas (Vanessa) and Geoffrey (Shauna) and a granddaughter Kennedy. Jim also loves hockey, which he plays a couple of times a week. He loves genealogy, gardening, cooking, helping people and spending his free time with his family.
To schedule a complimentary phone call, ZOOM or in person meeting click on https://calendly.com/jimbaad