We are a local, family-owned and operated business with over 25 years of experience in helping our clients make financial plans that create a worry-free retirement, and over 40 years of experience in the insurance industry. We are dedicated to providing the best possible service to our clients. We specialize in helping clients build a comprehensive retirement plan around obstacles such as taxes, inflation, health care, the economy, estate planning, and more.
With over 25 years of experience, Jim has been helping local retirees and soon-to-be retirees build sound financial strategies that are designed to provide them with security, confidence, and peace of mind in retirement. Specializing in retirement planning, his focus is on ensuring his clients build comprehensive financial strategies that incorporate income planning, Social Security maximization, tax minimization, as well as planning for the unexpected and the inevitable. As a Safe Retirement Advisor, he believes that security in retirement comes with the knowledge, a sound financial plan that is designed to help build, grow, and enjoy your life's savings, while working to ensure your financial future. His business is family owned and operated so he understands the importance in helping families retire with the security and confidence that comes from knowing that they have a sound financial plan that is designed to protect them today, tomorrow, and long into the future.
5466 Hixson Pike Ste. A
Hixson, TN 37343
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