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
of today’s economy. Also as a holder of many industry licenses, author of numerous articles, and key note speaker/presenter Jim will bring experience, passion, and knowledge to the financial and insurance planning process. Registered Representative of Park Avenue Securities LLC (PAS). OSJ: 244 Boulevard of the Allies; Pittsburgh, PA 15222. Phone: (412) 391-6700. Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Lifetime Financial Growth is not an affiliate or subsidiary of PAS or Guardian. AR Insurance License ID #810351, CA Insurance License ID . Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.
