“There are three kinds of people in this world: people who make it happen, people who watch what happens, and people who wonder what happened.” Former Los Angeles Dodger Manager Tommy Lasorda.
Whether or not you like baseball, you can probably appreciate the intricate planning that goes into every inning of every game. Baseball is a sport of strategy and statistics with more than a little tradition and superstition thrown in to keep things interesting.
Jim Fish is not only a retirement income planner and financial educator, as well as one of California’s top federal benefits advisors, he’s also a long time Dodgers fan. Thousands of innings spent at Chavez Ravine have taught Jim a thing or two about how crucial it is to take control of your finances, especially if you don’t want to run out of money in retirement.
“There’s no “7th inning stretch” in life. You don’t have the luxury of standing around, waiting for things to happen, crossing your fingers and hoping that the money you’ve saved will last. Yes, life is unpredictable, but that doesn’t mean you can’t have solid financial strategies in place,” says Fish.
Fish knows firsthand what happens when business owners, families, and individuals ignore financial planning. When his father suddenly passed away, Jim and his brother found themselves having to decide the future of the family business. Since their father hadn’t put an exit plan in place, the brothers were eventually forced to sell the business.
While tragic, this experience provided Jim with valuable insights into how critical it is to have solid business transition, tax, and retirement blueprints, no matter where you are in your financial lifecycle.
Jim Fish enjoys working with diverse clients across California and the western U.S. who are looking for safe growth and protection of their money, especially as they get ready to retire.
A licensed financial professional for over 15 years, Jim Fish received specialized training as a Federal Retirement Consultant. He is widely regarded as a top expert in helping government employees discover how to get the most out of their benefits and avoid paying more in taxes than necessary. Federal employees across the country rely on Jim Fish to help them navigate the confusion that only governments can create.
When he’s not busy making clients’ retirement dreams come true, Jim enjoys spending quality time with his wife and kids, barbecuing, and trying out different kinds of bourbon.
Web Site: pierfinancialgroup.com
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