Financial Services

/Financial Services

Do you know…? Answers to important financial questions

Do you know...? ...what to do in the first five years of retirement that will make the difference between going broke or leaving a legacy? Professors and actuaries know it, some insurance professionals know it but some of the nicest individuals in America do not know that what happens in the first three to five [...]

Meet Jim

Jim Allen is a third-generation Georgian and has been practicing since 1980. Jim works with business owners, professionals, and individuals in the areas of Risk Management, Retirement Planning, Wealth Transfer and Estate Planning Strategies. Jim’s services and products also include IRA’s, SEPs, Mutual Funds, 401k Plans, Buy/Sell Agreements, Key Person, Long Term Care and other related products. He [...]