About Our Founder, Jim Whitaker

Jim is a business owner and consultant with extensive experience helping businesses take advantage of the latest methods and products to be more competitive and profitable. He is skilled in sales, administration, IT, and general management with in depth understanding of current developments in employee benefits.

• Over 20 year experience as Small Business Owner
• Accredited Associate: Institute for Independent Business
• Member: GoSmallBiz Business Consultants
• Licensed Insurance Agent in Florida


• Certified SCORE Mentor
• Certified Retirement Counselor

• SEC Series 65 Certificate
• CDP (Certificate in Data Processing) from Data Processing Managers Association (DPMA)
• CNE (Certified Netware Engineer) from Novell, Inc.
• MCP (Microsoft Certified Professional) Application Systems

Our mission is helping people prepare for and enjoy retirement. We urge people to consider their retirement to be a second career. People should devote as much time and energy to preparing for this second career as they devoted to preparing for their first career.