Financial services professional with 30+ years experience. Jim has more passion today for the Protection business than when he started 30+ years ago in 1989.
At Lifetime Financial Growth, he helps to make an impact in the lives of others everyday. “I believe that as a contrarian to the traditional Financial Planning process it is important to implement the PF3 strategy for clients.” PF3 is Protection First, Protection Full, & Protection Forever. Being a Retirement Income Certified Professional(RICP) allows him to stay relevant in the changing landscape
11/19/2024
Class of '84 in Honor of Ann Carpenter Murphy. Proceeds will benefit the Senior Retreat Program. Up to $5,000 from Ann's family will be matched. Buy your raffle tix to win 4 Tickets to COME FROM AWAY and dinner at Giorgio from Pine. VENMO -sullivan-85. DRAWING IS FRIDAY NOV 22nd.
09/12/2021
The MCSP 9/11 event has a table in honor for the 13 Service men and women who were killed in Afghanistan RIP
09/11/2021
Please donate now on the link below to help the Military Community today on 9/11
https://my.bidpal.net/thebrave/oc/L7C2R5ic31mbGy1W
09/11/2021
God Bless the USA
09/01/2021
Please join this event or donate to this amazing cause in special consideration to the 20th anniversary of 9/11
06/01/2021
https://zoom.us/webinar/register/WN_-rrqNxyeQ4us1gZPVLArAA
Please join us at LFG for the foremost authority on Retirement Income Tom Hegna in June 15th for a Webinar.
Welcome! You are invited to join a webinar: "Don't Worry, Retire Happy". After registering, you will receive a confirmation email about joining the webinar. "Don't Worry, Retire Happy" with Tom Hegna, award-winning author and economist
05/24/2021
https://zoom.us/webinar/register/WN_-rrqNxyeQ4us1gZPVLArAA
Welcome! You are invited to join a webinar: "Don't Worry, Retire Happy". After registering, you will receive a confirmation email about joining the webinar. "Don't Worry, Retire Happy" with Tom Hegna, award-winning author and economist
04/12/2021
https://zoom.us/webinar/register/WN_hJYa8AJrTaiShmoivFJaIA
Welcome! You are invited to join a webinar: Uncrowded Wisdom: The Financial Road Less Traveled. After registering, you will receive a confirmation email about joining the webinar. Uncrowded Wisdom: The Financial Road Less Traveled
03/18/2021
Please join us for the LFG Webinar Series tomorrow with Behavioral Expert Dr. Daniel Crosby. Please click the link
Welcome! You are invited to join a webinar: The Ten Commandments of Investor Behavior. After registering, you will receive a confirmation email about joining the webinar. The Ten Commandments of Investor Behavior
09/30/2020
Outstanding Part 1 yesterday at LFG! Please join us for Part Tuesday 10/6 @ noon
Welcome! You are invited to join a webinar: Uncrowded Wisdom: The Financial Road Less Traveled. After registering, you will receive a confirmation email about joining the webinar. Uncrowded Wisdom: The Financial Road Less Traveled September 29, 2020 Part 1: The 4 Uncommon Steps to Achieving Financial Success October 6, 2020 Part 2: Why Traditional Thinking is Failing Retirees
09/20/2020
Ladies and Gentlemen it is time to run your personal plan like a CFO. Bob Ball the Founder of our ‘cutting edge’ system called the Living Balance Sheet will be sharing his thoughts and wisdom on September 29th at Noon . Please sign up today and you will thank me later. //zoom.us/webinar/register/WN_KU6pV-ULQ6CWO5ehieotWw
Welcome! You are invited to join a webinar: Uncrowded Wisdom: The Financial Road Less Traveled. After registering, you will receive a confirmation email about joining the webinar. Uncrowded Wisdom: The Financial Road Less Traveled September 29, 2020 Part 1: The 4 Uncommon Steps to Achieving Financial Success October 6, 2020 Part 2: Why Traditional Thinking is Failing Retirees
08/27/2020