Jim Beam Financial

4.9
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(39)
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39 reviews
5
90%
4
10%
3
0%
2
0%
1
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Customers rated this pro highly for work quality, value, and punctuality.
  • Thumbtack Customer

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    Jan 22, 2018
  • Cody C.

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    Jim is not only professional, realistic, and approachable, he also has quite the humor and really shows you all of you options and alternatives. His messages are clear and concise and is not in the business to waste your time.

      Apr 26, 2017Verified
      Jim B.'s reply

      Thank you Cody!

    About this pro

    At Jim Beam Financial we implement a team-based holistic approach to your finances. You may already be working with an advisor - or perhaps even several different professionals. But are they really seeing your full financial picture? Time and again, we encounter clients who have the best of intentions with regards to planning for the future, yet in practice, they have implemented a haphazard set of solutions that lack coordination and all too often, present problematic gaps. Our work is consultative, systematic, and integrated. This means we will work with you, to follow a step-by-step approach that includes subject matter experts in financial planning, investments, insurance, tax and legal strategies. Through an innovative and sophisticated process, we design a financial blueprint to help you efficiently maximize your financial options. We value long term relationships. Making a difference in a client's life starts by understanding what is important to them... and why. We believe old fashioned one-on-one service never goes out of style.

    Years in business

    9

    Times hired on Thumbtack

    71

    Number of employees

    6

    Background check

    Completed
    Show more

    Photos and Videos

    4 photos

      Q & A

      • What should the customer know about your pricing (e.g., discounts, fees)?
        We do not charge for our time to ask/answer questions or teach…communication is at the heart of what we do to guide you in the areas of personal and/or business planning that are important to you. We operate from a fiduciary standard and aspire to be a long term guide to all of our Thumbtack contacts throughout each stage of their lives. If, at some point in the future, we decide to implement some new strategies to the existing plan, we are paid commissions by those companies who we decide to work with. We choose not to charge fees in addition because we feel that further erodes our clients' potential. We encourage you to read the reviews of others who have worked with us in the same capacity: jimbeamfinancial.com/testimonials
      • What is your typical process for working with a new customer?
        We work with clients all across the US via phone/internet. Through an innovative and sophisticated process, we design a financial blueprint to help you efficiently maximize your financial options. LISTEN: First we conduct a thorough assessment of your current situation. We take you through a set of deep quantitative and qualitative questions to get a clear understanding of your financial goals, concerns, and dreams. GATHER: We then analyze your investment and risk management portfolios and any other existing planning you may have in place to identify gaps that may exist. DESIGN: Working closely with our subject matter experts and your existing advisors, we design a financial blueprint that aims to meet your goals, concerns, and dreams in an efficient and effective manner. BUILD: We share our recommendations with you and your team. In addition, we educate you on the rationale behind any potential strategies from a holistic perspective. If you are satisfied with our recommendations, we work with you to implement your strategies and secure the required products and services to help you reach your goals. SERVE: Because your financial situation is bound to change, we work with you over time through periodic reviews to help you monitor the strategies in place and their capacity to continuously meet your goals.
      • What education and/or training do you have that relates to your work?
        Our work is consultative, systematic, and integrated. This means we will work with you, to follow a step-by-step approach that includes subject matter experts in financial planning, investments, insurance, tax and legal strategies.

      Business hours

      Eastern Time Zone
      SundayClosed
      MondayClosed
      Tuesday9:00 a.m. to 9:00 p.m.
      Wednesday9:00 a.m. to 9:00 p.m.
      Thursday9:00 a.m. to 9:00 p.m.
      FridayClosed
      Saturday9:00 a.m. to 9:00 p.m.
      Coverage Area for Jim Beam Financial is about 150+ miles of Naples, FL.