Jim Atnip, CLU®, ChFC®, CASL®, CLTC®

Financial Representative

Areas of Expertise

Here are my areas of expertise, which I will use to provide you with customized recommendations that will help you plan for your financial future.

  • Retirement Planning
    Perhaps one of the greatest financial challenges you will face in your lifetime is preparing adequately for your retirement. I will help you create a plan that will assess your current financial situation, determine the retirement lifestyle for your future, review the many options available, and put solutions in place to help ensure you achieve the retirement of your dreams.
  • Special Needs Planning
    Planning for a dependent with special needs can be complicated. It is recommended that you work with a team of experts - including an attorney, a financial professional and a social service professional. As a key member to the special needs team, I provide solutions for families with special needs.
 

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