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Jim is the President of Preferred Planning Services, a company specializing in financial planning for seniors. With over 30 years experience in the financial industry, Jim began focusing his efforts towards assisting seniors in protecting and growing their assets in 1996 when he joined Preferred Planning Services. Jim has earned several awards, has been recognized nationally, serves as a consultant with several elder law attorneys across the country, and has earned certification from the Corporation of Long Term Care recognizing his knowledge and expertise with the issues that seniors face.
He is an Investment Advisor Representative and holds a license in seven states for life and health insurance. He also has held various licenses over the years so that he can provide more comprehensive financial planning services to his clients. Jim has worked with thousands of families in helping them preserve their assets. He has thorough understanding of the problems we face as we age and knows how to bring innovative financial strategies to solve them.
A native of Dover, Ohio, Jim now resides in New Albany. His degree from the University of Cincinnati began his journey towards accounting and finance. He has focused for the past 22 years on a team approach to planning and works with several elder law attorneys with creating a solid plan for seniors.
Jim is an avid outdoorsman, gardener, cyclist, fly fisherman and enjoys spending time with his family.
Advisory Services offered through Change Path, LLC an Investment Advisor. Preferred Planning Services and Change Path, LLC are not affiliated.
By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Federal and State Medicaid laws are complex and subject to frequent changes; we recommend you consult with a qualified attorney who is knowledgeable about the relevant laws in your State in order to determine what an appropriate strategy is for you.