R James Smathers CLU, RICP

Retirement Solutions Professional

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Jim Smathers

Specializing in helping seniors with their financial goals and retirement needs.
We also can help in the following areas:
  • Life Insurance
  • Term Insurance
  • Safe Money Alternatives
  • Personal Financial Planning
  • Financial 'Peace of Mind' For Our Clients
  • Health Insurance Benefits
  • Insurance Solutions
  • Health Insurance
  • Dental Insurance
  • Property & Casualty Insurance
  • Travel Insurance
  • Long Term Care Insurance for Retirement
  • Disability Insurance
  • Key Person Insurance
  • Auto Insurance
  • Life Insurance - Guaranteed Income for Life
  • Homeowners Insurance
  • Fixed Annuities
  • Index Annuities
  • Benefits of Annuities
  • Annuities - Guaranteed Income for Life
  • College Funding - 529 Plans
  • College Planning
  • Individual IRAs-Traditional and Roth
  • Simple IRAs
  • Retirement Planning & Income
  • Wealth Transfer to Your Beneficiaries
  • Protecting assets in retirement
  • Retirement Reviews
  • College Consultant and Funding
Come to our "Help Centers" for additional information!
Jim educates pre and post retirees on the different types of retirement solutions. In addition, Jim explains how annuities can help you become financially independent in your retirement!

Jim is an experienced financial executive providing a diverse array of financial services, information, and technological resources to address the individual needs of each client.

Jim's Mission: To educate, inform and empower clients by providing thoughtful, experienced guidance. To build a relationship that will help our clients address their financial goals and enjoy their future