Colorado Life Planning

720-221-7415

Jim began his insurance career at age 27, serving the public as an agent and sales manager for a large insurance organization. For the past 12 years, he has been involved in retirement and income planning. As a process he teaches clients about the liquidity, use, and control of their money, reducing risk and future taxes. "The financial realities of today dictate we start planning in our 30's or 40's, but it is never too late to begin. Remember, your 401k is not a retirement plan, it is simply one of many retirement savings vehicles!"