For over 30 years, Jim McLane has been helping clients protect their income and assets. He has a long history of helping physicians, attorneys and tax professionals with retirement and insurance planning strategies. Protecting assets from market risk and paying less taxes in retirement allows retirees to have the potential for greater income. He has a strong desire to share these principles to non-physicians and business owners as well. In recent years, Jim has been providing Federal Employees and Seniors with significant education through Tax Smart Workshops in Ohio and surrounding states. Jim specializes in the area of risk management, tax reduction strategies, retirement distribution planning and tax diversification. He routinely shows clients how they can potentially secure a tax-free retirement and how they can protect themselves and their families from long term care events.
Active in the community, Jim has served on the Pension Board for the Friends Church-Eastern Region and is the President of his Home-Owners Association.
*James is not affiliated with The O.N. Equity Sales Company or O.N. Investment Management Company.