James Simpson, ChFC, CLU

James Simpson, ChFC, CLU

Financial Professional

Retirement Planning Specialist

At Retirement Group

Area of Focus - Pre & Post Retirement Planning for Physicians, Executives & Small Businesses.  Jim has attained a Bachelors degree from the University of Illinois as well as his CLU and ChFC professional designations from The American College.  With 45 years of experience he is a member of the Equitable's Hall of Fame & the National Association of Insurance and Financial Advisors.


Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Phone (419) 531-4181
Fax (419) 531-1761