Losing a spouse is difficult enough without worrying about financial security. Jim makes sure your interests are taken care of. With compassionate understanding, he'll help protect your assets and stand by you through every financial transaction - so you come out financially stronger than ever.

Some of the products and services Jim provides include...

Asset Management
Investment Planning
Retirement Planning
Distribution Planning
Financial Counseling
Surviving Spouse Guidance

Estate Planning
Short- and Long-Term Tax Strategies
Charitable Remainder Trusts
Endowments
College funding
Succession planning

Risk Management Strategies
Life Insurance, term and whole
Disability insurance
Long-term care options

Jim Beaulieu Will Help Simplify Your Life
Jim helps you meet challenges head on by providing the value added services that make him an indispensable friend during trying times. He can help you sort through your current financial issues, distribute documents and debts appropriately, and teach you how to start making informed, smart decisions.

48 South Road, Unit 15 P.O. Box 565, Somers , CT 06071
Phone: 860-749-4138   Fax: 860-749-4167   Email: jim@jimbeaulieu.com

Securities and Asset Management offered through LPL Financial,
A registered broker/dealer, Member: FINRA, SIPC