Jim Waters

Financial Professional

My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business

Languages spoken by this financial professional: English

About Jim Waters

When it comes to addressing your challenges and goals, working with a financial professional is a critical decision. The foundation of my philosophy is based on helping you realize your financial goals and helping you protect those who depend on you. I'll strive to maintain a strong relationship with you through different life stages. Together we'll review your needs and goals and make adjustments as necessary. And I will provide you with insurance rates and other information on your various options, so we can determine together the most successful solutions to your financial challenges.

I'm Most Proud Of: Hearing from clients about how our team helped improve their life. There's nothing better!

Solutions

Life Happens. Being prepared makes all the difference.

You have options when it comes to your financial future - no matter your life situation.

Planning-for-Small-Business

As a business owner, you have a lot to protect – your business, your employees and your family. Life insurance is often purchased for personal financial protection but can also help with three key areas of business planning: business continuation, executive compensation and retirement. We can help you unlock the value of your business to help you reach your goal of retiring without depleting the business’s capital.

Living in Retirement

Discover how our annuity options can help you create income for retirement and may be right for your personal financial needs. A Traditional or Roth IRA can also be an option to help you save for the future with either tax-free growth or on a tax-deferred basis.

Protecting Your Family and Greatest Assets

Whether you are recently married, buying a house, taking care of a loved one or preparing to retire, each new stage of life is exciting and uncertain. Ensure you’re protected with life, auto, home, long-term care and disability insurance.

Experience

  • Financial Professional

    Prudential Advisors

    July 2017 - Present | Adel, Ga.

    • 22 Years in Financial Services Industry • 17 Year Specialist in Medicare Supplement Plans • Certified in Medicare Part-C and Part-D • Certified Retirement Income Manager • Licensed to sell Life & Health Insurance in Georgia • Licensed to offer Securities Products in Georgia

The Prudential Difference

    • Variable Annuities: GA
    • Securities License: FL, GA
    • Variable Life Insurance: GA
    • Fixed Annuities: GA
    • Life Insurance: GA

James Waters is associated with the Greater Florida Financial Grp Office, 3030 N Rocky Point Dr W, Suite 460, Tampa, FL, 33607-7203, Managing Director: Michael Thomas, Phone: 813-287-1726. James Waters offers insurance and securities products and services as a Registered Representative of Pruco Securities, LLC (Pruco). The Prudential Insurance Company of America, Newark, NJ and Pruco are Prudential Financial companies. 1-800-778-2255.

Check the background of this investment professional on FINRA’s BrokerCheck.