Broker Check
Jim Knox, CLU®, ChFC®

Business Philosophy

Having worked in financial services for 40 years, I understand what people expect from their financial advisors: trust, integrity, and expertise. Add leadership, clarity, and creativity and you have the recipe to create significant value. I have built my practice on a simple idea — “recommend a course of action that I myself would take given the same circumstances.”

 

Financial Toolkit

  • Financial Trajectory Analysis TM
  • Retirement Accumulation Strategies
  • Retirement Distribution Strategies
  • Survivor Needs Analysis Services
  • Value-Based Estate Planning
  • Qualified Retirement Plan Strategies
  • Non-Qualified Deferred Compensation Strategies
  • Life Insurance Policy Audit
  • Investment Portfolio Stress Test
    Employee Benefit Plan Cost Analysis Services

 

Personal Experience

  • Life Planning Group, LLC, Uniondale, NY, Partner
  • Creative Financial Partners, LLC, Garden City, NY, Managing Partner
  • Knox Associates, Garden City, NY, Founder/Owner
  • New England Mutual Life, New York, NY, Full Time Career Agent

 

Qualifications

  • 40 Years in the Insurance & Investment Business
  • B.A. Degree, John Jay College of Criminal Justice, City University of New York
  • Investment Advisor Representative of HTK
  • Chartered Life Underwriter (CLU®), The American College, Bryn Mawr, PA
  • Chartered Financial Consultant (ChFC®), The American College, Bryn Mawr, PA
  • FINRA Series 6, 7, 24 and 26 Licensed
  • Annual Study Group Meeting, STAR Study Group, South Beach, Miami, FL
  • Received certificate of completion on Retirement Income Planning held at the Wharton School of Business, University of Pennsylvania.
  • Professional Coaching Program, The Strategic Coach, Toronto, ON
  • University of Miami School of Law, Annual Heckerling Institute on Estate Planning, Orlando, FL, 2005-2017
  • Babson College Executive Education Program, 2005 - 2017

 

Registered Representative of, and Securities and Investment Advisory services offered through Hornor, Townsend & Kent, Inc., (HTK), Registered Investment Advisor, Member FINRA/SIPC, 333 Earle Ovington Boulevard, Suite 402, Uniondale, NY 11553, (516) 282-9600. Life Planning Group and other listed entities are independent of HTK. 1822503TM_Mar20