Jim Leggott

Jim’s passion is to help clients create the blueprint that will guide them through their retirement years.

On a personal note, when Jim is not helping his clients with retirement planning, he loves spending time and traveling with his family, volunteering at church and fishing with his granddaughter.

  • Licensed Medicare professional & Investment Advisor Representative with 20+ years experience
  • Medicare
  • Financial Planning
  • Retirement Planning
  • SSA analysis

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