James Maynard, Lutcf Email & Phone Number

I work closely with you to address your insurance & financial concerns, capitalize on your opportunities, and put in place an integrated strategy that helps you achieve your vision of the future. Clients turn to me for a variety of reasons, including:- Re-structuring of Life Insurance benefits after a separation or transition from your employer. - Protecting individuals and those they love through Life Insurance, Disability and Long Term Care- Advice on changing jobs and rolling over 401(k) and retirement planning- Establishing Group Insurance and Retirement Benefit Programs for Business owner and employees- I work with the medical market including Dentists and Physicians to ensure adequate and proper specialty own occupation income protectionThese are some of the many ways I can be of service to you and your family.I start by helping you clarify your needs, challenges, and goals. With this shared understanding, I tailor specific strategic recommendations designed to work together to create a comprehensive financial blueprint that reflects what is important to you today and where you want to be down the road. I work to give you the knowledge, information, and updates you need so that throughout our relationship you see real progress towards your goals over time and have confidence in the steps we have taken. When working with businesses, I can provide a range of services and solutions to help increase the value of a business, its executives and its employees.I am licensed to sell insurance in various states.I am licensed to sell securities in various states.I am a registered representative of and offer securities through MML Investors Services, LLC, Member SIPC (www.SIPC.org)

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  Central Connecticut State University

  Finance And Financial Management Services