James Lambert Email & Phone Number

Milford, Ct, Us

WHAT WE DO:At First Choice Consulting, we deliver comprehensive financial services tailored to each client's needs. Our expertise spans a wide spectrum, including retirement income planning, cash flow optimization, Social Security, and Medicare to shield against unforeseen liabilities.HOW WE DO IT:We believe in a collaborative approach, working closely with our clients to develop personalized strategies that enhance their financial security. From navigating healthcare costs and coverage to addressing malpractice liability, our team guides you toward financial freedom and a secure retirement.Our methodology revolves around putting our clients first. We begin by deeply understanding your unique financial situation, goals, and challenges. Through meticulous analysis, we craft customized strategies that maximize your financial resources and protections. Throughout this process, we prioritize transparent communication and education, ensuring you are fully informed and comfortable with every decision.WHAT MAKES US DIFFERENT:Our unwavering commitment to personalized client service. Our team combines industry expertise with innovative financial strategies to deliver solutions that are not only comprehensive but also finely tailored to your specific circumstances. We focus on nurturing long-term relationships, providing dedicated attention and custom solutions that evolve with your life stages.If you're ready to embark on a journey towards financial success and well-being, we're here to help. Reach out today to learn more about how we can support you in achieving your financial goals and securing your future.Jim 203-878-4598jimlambert@ctfcc.comfirstchoiceconsultingllc.net

Milford, Ct, Us

At First Choice Consulting, my focus is to reduce your risk and maximize your retirement income.Hopefully, you are saving enough for retirement, but how you save is crucial. Concentrating on higher returns is not the only way. Retirement has many threats such as market downsize risk, inflation, health risks, running out of money, and longevity. To reduce or eliminate these threats requires a strategy that can make retirement much more enjoyable.Love to help make this happen for you.

Created a unique experience for passengers while managing the largest onboard staff.

Responsible for all hotel operations on the ship.

Started my bucket list early and worked at Disney World.