Review: Jim and I have had a personal and professional relationship for many years. We initially met when our daughters attended the same elementary school for kindergarten, and now our wives go out to lunch, and our families entertain together. As a Financial Services Advisor, my clients often have questions about beneficiary designations, financial and medical powers-of-attorney, and other estate and legacy planning concerns. Jim has always been a trusted resource who could be relied on to provide pro... Read More