Financial Consulting

There are 2 ways you can work with Jim.

1.  A Dose Of Jim™

Consulting fee: 100% of the premium amounts reduced from existing insurance policies for enjoying the same coverage
OR
$1000 if you have no existing policies.

✅ Personal Tax Consulting
✅ Wealth Protection Consulting
✅ Wealth Accumulation Consulting
✅ Retirement Consulting

2.  legacy with jim™

Consulting fee: 200% of the premium amounts reduced from existing insurance policies for enjoying the same
OR
$2000 if you have no existing policies.
✅ Personal Tax Consulting
✅ Wealth Protection Consulting
✅ Wealth Accumulation Consulting
✅ Retirement Consulting
✅ Wills writing
✅ Estate Planning