JIM BEAM FINANCIAL, LLC
NAPLES, FLORIDA

Jim earned two degrees in business management and spent the first 25 years of his career managing over $500,000,000 in real estate and major construction projects. This initial experience laid the groundwork for where he now serves as Founder & Managing Partner of a dynamic financial services firm based out of Naples, Florida. one-on-one service never goes out of style. Making a difference in a client's life starts by understanding what is important to them... and why. We help clients select financial choices by uniting facts and asking the right questions. In all my interactions with him, he has been amiable, knowledgeable, and patient. I can't tell you how many times our meetings went well beyond the scheduled time because I kept peppering him with questions, and he kept coming up with great answers. He shows you the numbers and allows you the freedom to respond without feeling pressured. In my experience Jim and his team are trustworthy and knowledgeable. I have been pleased with how he has helped my family feel more secure about our financial future. I highly recommend Jim without reservations. I contacted Jim Beam with a specific need. He set me up with the account type I needed, and helped me develop a financial plan to suit my personal situation. He also meets with me yearly to review and help me revise the plan where needed. I have been happy with the outcome so far, as this is a lifetime journey, and Jim Beam's experience and knowledge have helped me get started and continue on the road to financial success for my retirement. We recommend Jim Beam Financial Jim earned two degrees in business management and spent the first 25 years of his career managing over $500,000,000 in real estate and major construction projects. This initial experience laid the groundwork for where he now serves as Founder & Managing Partner of a dynamic financial services firm based out of Naples, Florida. one-on-one service never goes out of style. Making a difference in a client's life starts by understanding what is important to them... and why. We help clients select financial choices by uniting facts and asking the right questions. In all my interactions with him, he has been amiable, knowledgeable, and patient. I can't tell you how many times our meetings went well beyond the scheduled time because I kept peppering him with questions, and he kept coming up with great answers. He shows you the numbers and allows you the freedom to respond without feeling pressured. In my experience Jim and his team are trustworthy and knowledgeable. I have been pleased with how he has helped my family feel more secure about our financial future. I highly recommend Jim without reservations. I contacted Jim Beam with a specific need. He set me up with the account type I needed, and helped me develop a financial plan to suit my personal situation. He also meets with me yearly to review and help me revise the plan where needed. I have been happy with the outcome so far, as this is a lifetime journey, and Jim Beam's experience and knowledge have helped me get started and continue on the road to financial success for my retirement. We recommend Jim Beam Financial In all my interactions with him, he has been amiable, knowledgeable, and patient. I can't tell you how many times our meetings went well beyond the scheduled time because I kept peppering him with questions, and he kept coming up with great answers. He shows you the numbers and allows you the freedom to respond without feeling pressured. In my experience Jim and his team are trustworthy and knowledgeable. I have been pleased with how he has helped my family feel more secure about our financial future. I highly recommend Jim without reservations. For those of you who feel like you work really hard, pay your bills, and get to keep what's left over... and there never seems to be enough left over. I want to recommend you get to know Jim Beam, the managing principal of Jim Beam Financial. I am Matthew Pillmore the President of VIP Financial Education and have got to know Jim and his strategies over the years. His strategies encompass a famous quote that "...it doesn't matter how much money you make, its how much you keep, how hard it works for you, and for how many generations you get to keep it." I have studied Jim's techniques and can say, he will show you how to keep more of your hard earned money, get it working for you in more than one place, and give you the confidence to know that the decisions you are making financially are sound, true and will get you to your desired goals. If you have heard Jim speak take advantage of his free coaching session. I am sure you will be impressed with how he can improve your financial position regardless of where you are. I contacted Jim Beam with a specific need. He set me up with the account type I needed, and helped me develop a financial plan to suit my personal situation. He also meets with me yearly to review and help me revise the plan where needed. I have been happy with the outcome so far, as this is a lifetime journey, and Jim Beam's experience and knowledge have helped me get started and continue on the road to financial success for my retirement. One of the many things I appreciate about Jim is how well he listens. Every time we discuss my current position and goals, I don't get a scripted, sales oriented response. He wants to connect me with the best ideas, approaches and products, even if they are farther down my timeline.