Broker Check
Jim Knox CLU®, ChFC®

Jim Knox CLU®, ChFC®

Partner

Business Philosophy

Having worked in financial services for 40 years,  I understand what people expect from their financial advisors: trust, integrity, and expertise. Add leadership, clarity, and creativity and you have the recipe to create significant value. I have built my practice on a simple idea — “recommend a course of action that I myself would take given the same circumstances.”

 

Financial Toolkit

 

Financial Trajectory AnalysisTM

 

Qualified Retirement Plan Strategies

Retirement Accumulation Strategies

Non-Qualified Deferred Compensation Strategies

Retirement Distribution Strategies

Life Insurance  Policy Audit

Survivor Needs  Analysis Services

Investment Portfolio Stress Test

Value-Based Estate Planning

Employee Benefit Plan Cost Analysis Services

 

Personal Experience

∆    Life Planning Group,  LLC, Uniondale, NY, Partner

∆    Creative Financial Partners, LLC, Garden City, NY, Managing Partner

∆    Knox Associates, Garden City, NY, Founder/Owner

∆    New England Mutual Life, New  York, NY, Full Time Career Agent

 

Qualifications

∆    40 Years in the Insurance & Investment Business

∆    B.A. Degree, John Jay College of Criminal Justice, City University of New York

∆    Investment Advisor Representative of HTK

∆    Chartered Life Underwriter (CLU®), The American College, Bryn Mawr, PA

∆    Chartered Financial Consultant (ChFC®), The American College, Bryn Mawr, PA

∆    FINRA Series 6, 7, 24 and 26 Licensed

∆    Annual Study Group Meeting, STAR Study Group, South Beach, Miami, FL

∆    Received certificate of completion on Retirement Income Planning held at the Wharton     School of Business, University of Pennsylvania.

∆    Professional Coaching Program, The Strategic Coach, Toronto, ON

∆    University of Miami School of Law, Annual Heckerling Institute on Estate Planning, Orlando, FL, 2005-2017

∆    Babson College Executive Education Program, 2005 - 2017

 

Registered Representative of, and Securities and Investment Advisory services offered through Hornor, Townsend & Kent, Inc., (HTK), Registered Investment Advisor, Member FINRA/SIPC, 333 Earle Ovington Boulevard, Suite 402, Uniondale, NY 11553, (516) 282-9600. Life Planning Group and other listed entities are independent of HTK. 1822503TM_Mar20