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 is very well-versed on the unique strategies needed for retiring teachers and government employees.
He is committed to helping his clients plan for their financial future by identifying their goals and objectives. Jim works in tandem with his clients’ other financial partners such as CPA’s and attorneys. This allows Jim to identify and assist his clients with options, independence and dignity. Jim attended the University of Mercer in Atlanta and has an LUTCF designation. He is a lifetime member of the Million Dollar Round Table. He is licensed in the areas of life and health insurance, variable life, and variable annuities. He holds Series 6 and 63 Securities licenses. Jim is a Registered Representative of and offers securities through Signator Financial Services, Inc.
Jim is our managing representative for most life insurance and all financial services at Mountain Lakes Insurance and we recommend that all of our customers schedule a review with him. Contact MLI today to schedule your financial review with Jim Allen
Securities offered through Signator Financial Services, Inc. Member FINRA/SIPC, Southern Financial Consultants, Inc and Signator Financial Services, Inc. are unaffiliated.