James Simpson, ChFC, CLU

James Simpson, ChFC, CLU

Financial Professional

Retirement Planning Specialist

At Retirement Group

Area of Focus - Pre & Post Retirement Planning for Physicians, Executives & Small Businesses.  Jim has attained a Bachelors degree from the University of Illinois as well as his CLU and ChFC professional designations from The American College.  With 45 years of experience he is a member of the AXA's Hall of Fame & the National Association of Insurance and Financial Advisors.


Retirement Planning Specialist title awarded by AXA Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.

Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Phone (419) 531-4181
Fax (419) 531-1761