About Jim

My professional motivation is "Everyone Deserves Excellent Advice". With 40 years experience across most areas of personal financial services, from planning to insurance, taxes, lending and investments, I now focus on Health Insurance - Medicare, Individual and Family (ACA and off-exchange), small Groups, and related products like dental, vision, and critical illness insurance. I work as an Independent Broker, offering many companies, to offer my clients a wide breadth of products to meet different needs. I serve the New England coastal states from eastern Connecticut, and the Southeast from the Wilmington area of North Carolina - because clients move and insurance changes by state. Americans need good excellent insurance; it can be complicated and oft times pricey, and my job is to help my clients understand their options and make good, suitable choices to minimize their risks. Insurance brokers are paid on commission, so there's never a fee due for my services.