Jim Lambert

About Jim Lambert

Retirement should be something you look forward to — not something you worry about. But for a lot of people, the closer it gets, the more questions pile up. Am I paying more in taxes than I have to? Will my income actually last? Do all these pieces — my 401(k), Social Security, Medicare, my business — even fit together into a real plan? That\'s where I come in. I\'m Jim Lambert. For over 27 years, I\'ve helped retirees, pre-retirees, and business owners turn complicated financial pictures into clear, confident retirement strategies. My approach is built around one idea: retirement isn\'t just a finish line. It\'s a chapter of your life that should actually be enjoyable. Through my Make Retirement Enjoyable Plan, I help clients: Reduce tax exposure on 401(k), IRA, and business exit strategies Coordinate Social Security, Medicare, and Roth conversion timing Build reliable income streams using fixed-indexed annuities and trust planning Protect what they\'ve built — and make sure it lasts I\'ve reviewed hundreds of retirement plans over the years. Almost every time, I find something that can be improved — a tax strategy that was overlooked, an income gap that wasn\'t planned for, a Medicare decision that cost more than it needed to. If you\'re within 10 years of retirement, already retired, or helping a parent navigate this season of life, I\'d love to take a look at where things stand. No jargon. No pressure. Just a straight conversation about what you have, what you need, and how to make retirement everything it should be. Let\'s connect. j••••••••@ctfcc.com (20••••••98 its4yourretirement.com

Experience

1. Financial Advisor Energy Broker

   First Choice Consulting, Llc

   Mar 2001 — Present · Milford, CT, US

Education

• Johnson & Wales University

  Bachelor's degree, Business Management

  1984 — 1988

Skills

• Retirement Planning
• Health Insurance
• Brokers
• Critical Illness
• Iras
• Customer Service
• Pensions
• Financial Modeling
• Investment Advisory
• Financial Analysis
• Small Business
• Long Term Care Insurance
• Medicare
• Investments
• Wealth
• Disability Insurance
• Financial Risk
• Term Life Insurance
• Asset Management
• Financial Services
• Life Settlements
• Portfolio Management
• Market-Link Cd's
• Life Insurance
• Finance
• Strategic Planning
• Long-Term Care
• Management
• Insurance
• Accident
• Medicare Specialist
• Financial Planning
• Whole Life
• Mortgage Lending
• Debt Reduction
• Business
• Leadership
• Employee Benefits
• 401k
• Underwriting