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About Us

Experience: CPA Team Based Model Consultant

I have an extensive background in financial planning, with a specific expertise in working with CPAs.

As a CPA Team Based Model Consultant, I help CPAs:

• Reduce the risks that come from referring clients to third parties

• Reduce the risk of losing clients by being more proactive

• Provide more value and increase client satisfaction

• Expand their "brain-trust" by working with some of the country’s best specialists

• Increase organic growth by giving clients a story worth sharing with family and friends

The economic conditions over the last 5-10 years have created a serious demand for CPAs to become much more proactive and act as the ‘trusted business advisor’ for their clients. The majority of CPAs aren’t able to keep up with these shifting demands in addition to all of the tax

law changes. As a CPA Team Based Model Consultant, my team and I can help with this new reality.

My financial planning practice serves those:

* Parents wanting the most efficient way to pay for college

* Families searching the best way to fund retirement

* Turning 65 and needing Medicare

* Federal employees - we understand your Federal Benefits

* Pre-Retirees and recent retirees that need a plan for distribution

* Business owners

* Those paying over $75,000 in federal taxes

How We Got Started

My grandparents had 7 children with 28 grandchildren and lots of great grandchildren. They lived a comfortable life, but I believe if they had a financial advisor their quality of life would have better.

Improving the lives of my clients is my primary goal and this is how I honor my grandparents. No one should pay a penny more in taxes than they have too!

Our Ideal Customer

Those paying over $85,000 in taxes and business owners.

Our Team
Jim Lambert from First Choice Consulting, LLC
Jim Lambert
 
Products & Services

Financial Services

First Choice Consulting addresses the 3 Financial Risks: 1. Taxes 2. Investment 3. Longevity Learning how to build a tax-free retirement that provides protection from market risk and can provide income for life is very valuable to our clients. We are very knowledgeable about Medicare...
Businesses We Recommend
Past Events & Promotions
Jun
15
Social Security is part of your retirement you should learn and understand the benefits.Collect $1,500/mo would generate over $400K in just 20 years. Join the webinar. For details: https://www.dropbox.com/s/scbjh8qpipq3efy/June%...
Jun
13
10 years or 3 months from retirement, you should understand your Social Security Benefits Join our FREE Webinar on June 13 or 15th at 6:30 PM. Details & Register click here: http://www.firstchoiceconsultingllc.net/social-...
Top Forum Activity
Jim Lambert answered Has Anyone Added Solar to Their Commercial Building in...
about 20 hours ago
Thanks for your responses. I have solar on my house and that works well. Need to see if I could save enough money on a small commercial building. (more)
Jim Lambert answered How Can We Get Married Couples Interested in Our Faith...
2 months ago
Select a profession, where couples work together. Once knew a great couple that worked just with dental offices. They had a great following helping marriages and business. (more)

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