Jim Anderson, CLTC®

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"I have focused my career of fifteen year on helping families in the senior market. My focus continues on helping mature adults with the high cost of aging, Medicare insurance, and conservative investments."

Pensacola, FL

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About Jim Anderson CLTC®

Jim Anderson is a trusted advisor who works with families who are retired or want to be, to plan and transition into their retirement, now and into the future. He is extremely knowledgeable and passionate about his work. His primary objective is to help his families live well with financial dignity, independence, and peace of mind. From the beginning of his career in the financial and insurance services industry, it was extremely important to Jim to be able to give accurate and relevant information to his families. He further has demonstrated his professionalism and integrity by earning the highest rating available from the Better Business Bureau. Jim Anderson has earned the Certified in Long-Term Care ® designation (CLTC).

Jim has always maintained his number one priority is taking the time to understand and determine what is most important to his families and developing a plan to meet their unique objectives, both short-term and long-term. He has a talent for taking complex issues and explaining them in a clear, concise, easily understood fashion. From the wealthy to the working class, Jim’s passion in helping people is truly evident.

He also facilitates Medicare insurance planning. Having extensive knowledge and experiences in that area, he helps individuals transition into their Medicare benefits based on their needs, budget, and lifestyles.

Jim grew up on a small farm in rural South Dakota with a hard work ethic and honesty. Growing up, Jim became a member of the Future Farmers of America (FFA) Chapter and earned the state’s highest award as “State FFA Degree”, an award not lightly given. In his early working years, Jim prided himself in treating his customers like neighbors, always ready to lend a helping hand. Jim is a proud life member of the VFW Auxiliary and enjoys volunteering his time helping our American veterans. In his spare time, he enjoys the great outdoors; biking, hiking, running, camping, beach, fishing and skiing. His favorite saying is” “FISH ON!!”.