Jim has spent more than 20 years in the financial services industry and honed his expertise to become a recognized top 1% asset manager. His remarkable journey began after he earned his degree from Michigan State University and set his sights on transforming the financial advice space. Currently pursuing the Chartered Financial Analyst (CFA) designation, Jim’s commitment to continuous improvement in his strategies and services is evident.
Jim now uses his accumulated knowledge to help his clients gain clarity and transparency into the opaque world of annuities. In the last 30 years, consumer options within the annuity market have exploded; there are currently over five trillion dollars invested into annuities by individuals, and the market is expected to double in the next 15-20 years. As a result of this growth, annuities have become very complex. Terms such as roll-up rates, spreads, caps, payout rates, riders, and excess withdrawal fees can make understanding annuities a difficult task. In response to this difficulty, Jim and his team have developed an unbiased way to provide a simple, transparent framework for understanding and evaluating your annuity. The process is based on objective facts, not opinions about a product. As a specialist who is 100% focused on this one area of the market, Jim can deliver a customized experience for clients looking to evaluate their current annuity positions or those looking to make an initial annuity purchase.
Jim resides in Grand Rapids, Michigan, with his wife of 17 years and their two beautiful daughters. Jim and his family are passionate about sports and the Michigan State Spartans, where they have been season ticket holders for Spartan football for more than 20 years.
Jim Tassoni, a distinguished figure in the financial services industry, is on a mission to redefine retirement planning. With unwavering dedication, Jim has committed himself to ensuring that families approaching their retirement years find certainty and peace of mind in an otherwise uncertain financial world. He firmly believes that individuals need not accept the roller-coaster ride of the stock market and has made it his goal to guide them toward a more stable financial future.
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