CALL US: (888) 440-2468

CALL US: (888) 440-2468

have an annuity question?
have an annuity question?
MEET YOUR LICENSED ANNUITY SPECIALIST

Jim Van Meter

contact me directly
Jim Van Meter

MEET YOUR LICENSED ANNUITY SPECIALIST

Jim Van Meter

Jim Van Meter
contact me directly

Learn More About Me

My name is Jim Van Meter. I specialize in helping Americans financially prepare for retirement with the proper use of annuities. I help clients all over the country find ways to generate more retirement income and see how to securely protect their money during these turbulent times.

Despite the current volatility in the market and the low interest rate environment, there are still strategies that you can put in place right now to ensure that you do not run out of income and keep your money securely protected from future market downturns.

While most financial advisors are more than happy to provide you with investment tips and growth opportunities for your portfolio, few financial professionals know how to actually convert your savings into a long-term sustainable income (and protect your money) so that you can spend with confidence when you retire.

I studied both Engineering and Psychology at the University of California, Berkeley; graduated Phi Beta Kappa, and returned for my MBA in Finance. I have almost twenty years of experience as a financial professional and have held positions in several financial specialties, as well as high tech, marketing, and management, in large and small firms, including IBM, Oracle, and Bank of America.

I have a legal fiduciary duty to act in the best interests of my clients. I am independent and not affiliated with any insurance company, and therefore I can impartially offer a full range of solutions to your financial needs. My priority is to reduce many types of risk to clients, which can include lowering or deferring taxes, reducing exposure to investment losses, planning for current and lifetime increasing income, and legacy planning.

I grew up on both the East and West Coast in a military family. I have traveled extensively through 41 countries in Europe, Africa, the Middle East, South Asia, the Far East, and South America. I believe my exposure to many cultures and environments helps me to better listen and empathize with my clients, and as a result, help them to achieve their retirement dreams.

I reside in Nevada, and even though my office is physically located near Lake Tahoe, I am able to work with clients throughout the United States. Through our advanced technology systems, not only can we meet “face-to-face” virtually online, but we can also share computer screens so that we are all on the “same page.” That way, you can see first-hand how various income strategies may work for you and your specific goals.

I do my best to take the mystery out of annuities by answering some of the most commonly asked questions in a simple, personalized way. All of my meetings are conducted over the phone and virtually, which means you do not need to leave your home or have to visit me in my office.

Feel free to reach out if you are looking for retirement planning guidance and annuity recommendations to help you reach your retirement goals.

Sincerely,
Jim Van Meter

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download our retirement guide
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