Lori is a song writer and music teacher. She hates crunching numbers and has to be reminded that preparing for the future is important.  She wants to enjoy her money now. Jim has made that possible by setting her up with access to her money. When Lori wants a new piano, a kitchen remodel, or a new sound module for her studio, she just has to sell Fred on the idea! Going to Jim is the easy part.

We have known Jim Serano for over a decade. In those early days, he won our trust immediately with his up-to-date knowledge on each company, but also with the quality of his listening. He really cared about addressing our priorities and advising us according to our vision of the future. Jim was always accessible to answer questions. No detail was too small for him to take the time to clarify.

Many years have passed since that first meeting with Jim at his seminar for teachers. We have bought and sold a few houses, refinanced for remodeling, taken out loans...in essence, we have an active relationship with our money and investments. Jim is a key resource for us. He watches out for the strengths and weaknesses in our annuity portfolio and advises us of important trends that may affect us. He seems to always be connected to the best rates and opportunities available.

What really sets Jim apart, however, is that he is driven by true passion for his work. he genuinely loves the thrill of working with people, and even crunching the numbers! He has worked until all hours of the day or night to provide us with the best service and results. His integrity is impeccable. We trust him completely. He is a person of outstanding character.

One other important quality that Jim provides. While he helps us prepare for the future, he has set us up so that we can enjoy our hard-earned money now. We have access to our resources at very low rates.