Jim Woolley, Cfp® Email & Phone Number

Twin Falls, Id, Us

I am an independent Certified Financial Planner™ located in Twin Falls. I work with clients in the greater Magic Valley area of southern Idaho and currently, in 15 states across the U.S. I've chosen United Planners Financial Services, an independent Broker-Dealer and Registered Investment Advisor, to provide regulatory oversight and access to financial products and services I may offer to clients.Being independent is important. It means I work for my clients. I do not work for a company that sells financial products and I do not have a sales manager telling me what my clients need. Being independent places me on the same side of the table as my clients. Together we build the plans they need to help accomplish their goals. I am transparent with my fees and commissions. Clients are open and honest with their financial information, so I have not only a duty, but am happy, to be truthful about my compensation. Any person who passes a few licensing exams can call themselves a financial advisor. As a CFP™, I have experience and expertise far beyond that of a regular financial advisor. I feel my clients benefit from an independent fiduciary-focused planner.There are five areas of planning that I specialize in:Risk Management, Investment Management, Retirement Planning, Tax Planning, and Estate Planning.At Mammoth Financial LLC I use this six-step planning process with my clients:1: We agree how to work together 2: They gather information about their finances and we set goals3: I analyze and strategize4: I develop recommendations5: We put their plan into motion6: I monitor progress and help keep the plan on trackNecessary Disclosure: Jim Woolley is a Registered Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES. United Planners and its representatives do not provide tax or legal advice. FINANCIAL SERVICES Member FINRA, SIPCMammoth Financial and United Planners are independent companies.

Twin Falls, Idaho, Us

For the last 20 years, I seized every opportunity for public speaking offered—whether it was presenting client education seminars, hosting appreciation events, or conducting lunch-and-learn presentations—because I love the whole process. I relish the crafting and research of the presentation, all the way to asking for feedback on how it could have been better.Since 2015, I have designed and presented several workshops requested by local employers. Their desire was to help their employees learn more about financial topics that affect their current lifestyle and future retirement. I intentionally make the presentations not only informational, but fun. My goal is for each person to leave with a to-do that they can implement that same day. Seminars should be life-giving and practical, not nap-inducing.

Houston, Tx, Us

At VALIC I worked with K-12, higher education, and medical professionals. I helped them plan and save for retirement. I led a team of advisors working to support the employees of St. Luke’s Magic Valley and St. Luke’s Jerome hospitals, as well as, the College of Southern Idaho (CSI).During my time with VALIC, I seized the opportunity to move from my Colorado Springs territory to Twin Falls, Idaho.

Englewood, Colorado, Us

Toastmasters International is a great organization that focuses on developing public speakers and leaders. My eight years as a Toastmaster helped me develop my presentation skills and style. I use what I learned in Toastmasters every day.Find a club near you: www.toastmasters.org  Achievements/Designations: Advanced Communicator Silver and Competent Leader Held individual club officer positions of President and Treasurer Held a district office position of Area S2 Governor

Lincoln, Ne, Us

I partnered with Allstate agents to sell financial products like life insurance and mutual funds to their clients. We offered a total package by protecting their home, autos, current income with life insurance, and their future income with retirement advice.

Envoy Financial is a unique organization that partners with ministries and non-profit organizations to provide retirement plans and investment advice to their employees. I had the pleasure of working with pastors and executive directors of these organizations to design and implement 403(b) plans that directly engaged their team members and helped them save for their future.

Foothill Ranch, California, Us

At FPG, I worked with a network of independent Broker-Dealers to market life insurance and annuities to their advisors. We also recruited, trained, and supported financial advisors who sold our products.I led the Marketing Team and provided supervision to our in-house Case Management Team.I traveled throughout California supporting our advisors with product training, as well as, advanced insurance and annuity designs. These designs were sometimes presented directly to clients.My best experience at FPG was working closely with William Wright, CFP®, whom I still consider a mentor and a friend.

I provided wholesale support to Million Dollar Round Table (MDRT) Top of the Table financial advisors, located throughout United States, resulting in the selling of products distributed by FFR.I was promoted to Manager of Western US Accounts within my first six months of employment.In addition to my on-site responsibilities, I traveled to give sales presentations at FFR National Producer Conference in St. Petersburg, FL. This resulted in several new advisors joining FFR and existing advisors submitting new life insurance cases.

At Single Source Marketing I successfully developed and implemented PR campaigns for tech products sold by MicroTek and ViewSonic.My greatest achievement during my short time at Single Source was meeting the woman who would become my future bride. Nothing else I did there had a more significant impact on my life.

Us

I was recruited away from journalism, my chosen field of study in college, into financial services. I learned the ropes at American Express Financial Advisors, now Ameriprise, and discovered the industry where I would spend my career.

Bachelor Of Arts (Ba), Major In Journalism; Minors In History And Music

Certified Financial Planner™ Professional, Financial Planning And Services

Completed, Certified Financial Planner Curriculum

Certified Financial Planner Course Work