Jim Millsaps has over 30 years experience in the financial services industry. As an Accredited Estate Planner and a former member of the Tampa Bay Estate Planning Council, he works closely with attorneys and CPAs in accomplishing his clients' objectives.
He is a staff member of the H. Lee Moffitt Cancer Center & Research Institute Professional Partners Group on Charitable Giving.
Jim is highly qualified to assist business owners and executives in the structure, coordination and implementation of their financial goals.
He has conducted financial programs for the employees and members of such organizations and businesses as Tampa Electric Company, Hillsborough Community College Alumni Association and public seminars at several Phillips College locations.
Whether you have a retirement nest egg of 5 million or $50,000, I can help you make sure it works as hard and as smart as you did in earning and saving it. If you're typical, your retirement could last as long as 30 years and you simply cannot afford to make investment mistakes with your retirement money and run the risk of ruining your lifestyle during your leisure years. I have helped literally thousands of individuals and couples, at all economic levels, to enjoy a worry free retirement knowing that their money is safeguarded, plus working hard and smart, and ready for them when needed.
James M. Millsaps, CLU, AEP specializes in providing investment planning and guidance for those who are seeking a better lifestyle in retirement.