My Plan 4 Retirement, Local Business Person of the Year 2024, 2025

Our Spotlight Recommendation

“Jim is a selfless collaborator who will welcome you with open arms and do everything in his power to see you succeed. Now that's rare!”

– Kimberley Philpott R.N., M.C. Elevate U: A Nurse's Concierge Approach to Holistic Health and Wellbeing

About Us

I've been providing personalized retirement consulting since 2017. Specializing in teachers, public employees, and federal employees, I use a robust software program to project retirement savings and identify income shortfalls. Whether you're just starting out, well into your career, or already in retirement, I'm here to help. Best of all, my services are completely free and independent.

#Veteran #FirstResponder

www.myplan4retirement.org
Jim@myplan4retirement.org
Phone: 360-362-1212

How We Got Started

During my early adult years, I gained valuable experience through my service in the US military. Starting in the Army, where I met my wife and eventually transitioned to the Naval Reserve. After my enlistment, my wife and I returned to my hometown in Hawaii where we started a business. However, due to economic and geographical challenges, we moved to Maine in 1991.

Throughout my career, I have worked in various fields including Community Based Mental Health, Clinical Laboratory Management, Fire Fighting, Law Enforcement, Insurance Sales and Financial Services, Emergency Medical Services, Emergency Management, and Adult Education. Recently, I became the Benefits Coordinator for the Union that represents Federal Employees, specializing in the Federal Employee Retirement System. To further my expertise in retirement systems, I became certified in all Public and Private Pensions Plans including FERS, STRS, and PERS.

"The real deal in honesty, clarity and communication. We need more people like Jim in the world...." Read more "The real deal in honesty, clarity and communication. We need more people like Jim in the world. Retirement is a process that can become a better way of living in your later years. Five Stars for Jim."

Highly Recommended

"I’ve had the absolute pleasure of connecting with Jim recently, and I can say without hesitation..." Read more "I’ve had the absolute pleasure of connecting with Jim recently, and I can say without hesitation that he is an incredible person. In an industry where everyone is often looking for what they can get Jim stands out as someone who genuinely cares. He went out of his way to help me with no expectation of gain showing a level of integrity that is rare to find. If you have the chance to work with or know Jim, I highly recommend him."

Defined Contribution Plans

Learn how a Defined Benefit Plan can help your business, you, and your employees save for retirement and save on business taxes

401 (k), 403(b) and 457 plans

If you work for an employer that provides of Defined Benefit Retirement plans or pension, learn about the benefits of your 401(k), 403(b), or 457 p...

Thrift Savings Plans and FERS

Federal Employees receive the Federal Employee Retirement Plan (FERS) and they are enrolled into the Thrift Saving Plan (TSP). Learn how both work ...

Gallery

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"Angela Parkinson and her dream team at Legacy Exit Partners are like the fairy godmothers of..." Read more "Angela Parkinson and her dream team at Legacy Exit Partners are like the fairy godmothers of business transitions, but with calculators instead of wands. With a whopping 33 years of combined experience in the business and acquisitions arena, they’ve mastered the art of helping baby boomers hand over the reins without breaking a sweat—or the bank. Whether you’re wondering if it’s time to sell, how to sell, or if your beloved employees will be treated like royalty post-exit, Angela’s got you covered. "

Highly Recommended

"Vicky's path into financial services did not start with numbers—it started with people working..." Read more "Vicky's path into financial services did not start with numbers—it started with people working hard, chasing dreams, and yet only one unexpected event away from seeing everything shift. She saw the stress, uncertainty, and heartbreak that came from not having a plan in place and knew she did not want to remain a bystander. Vicky’s journey began in the Philippines, where her love for storytelling, cultural intelligence, and people development first took root. What started as intimate Personal Power and Public Presence Coaching workshops quickly grew into larger programs that carried her across the Middle East, where she spent years training diverse leaders hungry for confidence and clarity. In boardrooms, classrooms, Social Media, and community spaces, Vicky has helped professionals find their voice, own their presence, and lead with authenticity. Those experiences refined her ability to listen between the lines, understand different cultures, and translate complex ideas into practical guidance people could actually use. Today, Vicky brings the same coaching mindset into her work as a financial professional, serving as a clear, steady guide for individuals and families. What began as a mission to educate and empower a few households has become her life’s work: helping people protect what they have built, secure the future they deserve, and create lasting legacies with confidence and peace of mind."

Recent Activity

Jim from My Plan 4 Retirement, Local Business Person of the Year 2024, 2025 Answered this on May 28, 2023

Greater love hath no man than this, that a man lay down his life for his friends. John 15:13 (more) Greater love hath no man than this, that a man lay down his life for his friends. John 15:13