Franklin, TN’s Top Professional for Financial and Retirement Planning
Turn to Seniors Retirement Solutions for financial and retirement planning in Franklin, TN, from our founder, Jim Labrec. Jim has worked with local small businesses as well as national companies, giving him the expertise to discuss both the stages of life and your financial goals. This isn’t just his job; it’s his passion. Contact him today for a free retirement planning consultation.
Jim keeps clients’ identities confidential and their personal and financial matters private. For individuals with diverse goals and life situations, Jim can be an outstanding resource in putting together a transition plan. He’s happy to involve children or senior parents as necessary.
Jim’s Background in Investments and Insurance
Jim has a bachelor’s in economics from the University of Florida and degrees as a chartered financial consultant and certified life underwriter from The American College of Financial Services. He has licenses for life and health insurance, as well as a Series 65 securities license. Additional certifications cover the following fields:
- Employee Benefits
- Estate Planning
- Financial Services for Seniors
- Medicare and Social Security Certifications
- Retirement Planning
Jim is self-employed, partnering his securities business through his broker/dealer and his insurance business through Insurevest Corporation. Seniors who have accumulated assets and seek guidance for their retirement plan can count on him. He ensures both their living wills and their final wills are in order.
Our Founder’s Personal Background
Jim was born in Minnesota but now lives in Tennessee. He has visited all 50 states, parts of South America, and most of Europe. More importantly, he raised 5 children and 2 stepchildren, who have given him 9 grandchildren. Over the years, Jim has been active in his church and missionary endeavors. Supporting charitable giving is part of his lifelong desire to help others.