“So many retirees are emotionally scarred by their experience with Medicare,” Jim says. “They walk into my office and tell me these horror stories that occurred in their past, and I just know they haven’t been given the help they need to succeed and protect themselves when it comes to their physical, mental and emotional well-being in what should be such an enjoyable time of their lives.”
Jim now specializes in assessing Medicare needs and how they work with long-term planning and retirement income planning. He also helps his clients find insurance solutions with the goal of proper asset allocation, asset protection and legacy planning. “I approach every meeting with a client with a two-fold goal. I want them to get exactly what they want, and I want them to have peace of mind which often includes multiple points of action,” Jim says. “It can include their retirement healthcare planning, their potential for growth and a level of protection. Then I want them to feel good about these choices because they understand all of their options and know they’ve made a decision they can feel confident in.”
Though he’s originally from Dandridge, a small town just outside of Knoxville, Tennessee, Jim now resides in bright and sunny Arizona. He now holds his master’s degree in theology and leadership from Lee University, and he was previously achieved recognition as part of Extraordinary High School Students, The National Dean’s List and LifeScript Learning Systems.
He’s currently married to his beautiful wife Janet, with whom he has three wonderful children. He also has one grandchild, and he is a family man to his core, spending most of his free time enjoying their company. Additionally, he is the executive director on the board of directors for the Paloma Sports Complex through the Paloma Community Church. He uses his position for his philanthropic passions, hosting different fundraisers and drives for those in need throughout the year. Jim is also an avid pickleball player and does F45 training.
“My main goal is to provide people with the care and advice they need to find comfortability and security, both in their finances and in their lives,” Jim says. “Whether I can do that with Retirement Healthcare Maze or just as a person in my everyday life, that’s what gets me out of bed every morning.”