jim

About the Author
James B. Driscoll, CEP, LUTCF, is President of Senior Services as well as  a well-known financial and estate planning educator & lecturer in North East Ohio and Western Pennsylvania.  James had started in the business in 1984 with Metropolitan Insurance Company, then got into management with John Hancock Life Insurance Company in 1987.  He began his own practice in 1991 and has been assisting investors for over 25 years.  

Specializing with seniors since he began is own practice in 1991 he has handled planning situations that are unique to the Baby Boomers and the Seniors.  He has advised over 800 retirees and pre-retires with their tax, financial and estate planning strategies.   Mr. Driscoll specializes in tax and retirement planning with IRA’s, Roth IRA’s, 401k’s, 403b’s, non-qualified and qualified planning.

Mr. Driscoll is a Certified Estate Planner, Tax Advisor, Paralegal, & Public Notary for the state of Ohio.  His practice focuses on helping you earn & keep more of your money by protecting it from income taxes, social security taxation, getting tax-free income, nursing homes, and passing it more effectively to your heirs.  He has written numerous articles on Tax and Estate Planning for many publications and does seminars for church and senior groups.

Personal Finance, Estate Planning and Tax Planning are not simple concepts and are constantly changing along with tax laws.   Jim’s goal is to turn these complex concepts into simple-to-understand strategies for retirees and pre-retirees.  These strategies mold one of the most important aspects of our lives…our FUTURE.