A native of Long Island, New York, Jim won a New York State High School Wrestling Championship
and later captained Penn State’s Wrestling team. Upon graduation from Penn State with a degree in
education, Jim taught and coached in Warren, Ohio for a decade.
He has continued his teaching career in the rapidly-changing financial services arena by providing
informational workshops and educating clients in regard to retirement plans and choices.
Today, with over thirty years of experience in financial services, Jim is a member of the Institute
of Financial Wellness, a national association of advisers trained to address the unique retirement
needs of 21st Century consumers.
Jim’s practice focuses on helping consumers save, enjoy and protect their money. As a retirement
specialist he educates clients on how to reduce taxes, cut costs, increase cashflow & build additional
retirement income, so they enjoy life more once the grind is over.
This client-centered educational approach includes helping clients to manage their money more
efficiently by implementing strategies tailored to maximize resources. This process gives clients a
workable financial roadmap, featuring state of the art technology.
Jim Earl Financial is a proven resource to help you achieve peace of mind in managing your money
well, to achieve your retirement dreams.
He may be reached at 330-240-0846 more information or to schedule a no-cost consultation.
LICENSES & ACCREDITATIONS
- Retirement Planner
- Insurance Representative
AREAS OF EXPERTISE
- LIFE INSURANCE
- LIVING BENEFITS
- TAX-FREE RETIREMENT
- LONG-TERM CARE INSURANCE