James Pool has provided expert financial and estate planning services to seniors since 1989, specializing in safety, liquidity, guaranteed lifetime income, market growth without risk, tax minimization, long-term care solutions, Medicaid asset protection, and estate transfer maximization. Having achieved financial independence himself, James shares proven strategies and products to secure his clients’ futures.
With over 35 years of experience and a spotless professional record, James is known for his ethical, transparent approach and dedication to client education. He has trained over 500 agents and served thousands of clients, fostering lasting relationships with individuals and families.
James’s comprehensive planning approach maximizes gains while minimizing risks and errors. He collaborates with tax professionals, attorneys, and industry experts to provide cutting-edge solutions. Periodic reviews ensure clients remain confident in their plans, which are designed to deliver peace of mind and financial security.
James is proud to serve clients of all means, treating each one like family. His commitment to excellence and personalized service has earned his practice a reputation as one of the industry’s best.
