Jim has been helping people make smart decisions with their investments and insurance since 1983. The skills he developed as a college professor following graduate school have been used to present on topics including retirement planning, social security maximization, estate planning, business continuation planning and insurance modeling in continuing education programs at libraries, business leadership conferences and community centers. Developing programs that provide financial confidence as an independent financial planner is his passion. His specialty is coaching “pre” and “post” retirees on the best ways to structure their life’s savings to maximize the quality of their life and to preserve their estate in a format that will leave the kind of legacy they desire.
Jim and his wife Connie love to travel, photograph, and sample new restaurants. Jim makes his own wine and is an accomplished chef. He enjoys nature by exercising and playing golf.
For more information about James W Warner please visit www.warnergroupct.com
Warner Group is a separate entity from LPL Financial