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JIM BEAM builds valued long term relationships by combining careful attention to clients’ goals with integrity and experience. He is a trusted leading expert in his field.
Jim earned two degrees in business management and spent the first 25 years of his career managing over $500,000,000 in real estate and major construction projects. This initial experience laid the groundwork for where he now serves as Founder & Managing Partner of a dynamic financial services firm based out of Naples, Florida.
OLD-FASHIONED one-on-one service never goes out of style. Making a difference in a client's life starts by understanding what is important to them... and why. We help clients select financial choices by uniting facts and asking the right questions. 
OUR APPROACH is different, perhaps even revolutionary to some, because it’s a model for maximizing what you have, minimizing taxes (not just now, but in the future), and keeping money in your control. Working together for almost 30 years, we combine our knowledge, vision, and experience to empower you to implement Sound Money Solutions.

Jim is a consummate professional.

In all my interactions with him, he has been amiable, knowledgeable, and patient. I can't tell you how many times our meetings went well beyond the scheduled time because I kept peppering him with questions, and he kept coming up with great answers. He shows you the numbers and allows you the freedom to respond without feeling pressured. In my experience Jim and his team are trustworthy and knowledgeable. I have been pleased with how he has helped my family feel more secure about our financial future. I highly recommend Jim without reservations.
Sky W.

Great Experience!!!! 5 STARS

I have had the distinct privilege of meeting with Jim and discussing my thoughts and plans for my financial future. He is and has always been a great pleasure to meet with and is a very knowledgeable individual and not cold and intimidating like other financial planners I've met with in the past. I highly recommend Jim for all of your financial needs and questions.
Mark T. Naples Florida

Friendly, Knowledgeable, Experienced

I contacted Jim Beam with a specific need. He set me up with the account type I needed, and helped me develop a financial plan to suit my personal situation. He also meets with me yearly to review and help me revise the plan where needed. I have been happy with the outcome so far, as this is a lifetime journey, and Jim Beam's experience and knowledge have helped me get started and continue on the road to financial success for my retirement.
Jennifer T.

We recommend Jim Beam Financial

Jim Beam has a "wealth" of knowledge, and puts his client's best interests first. we highly endorse and recommend his services.
Freddie Boz C.
Sound Money Solutions
Sound Money Solutions
Have you ever wondered?
  • Mortgages - Is a 15 year mortgage really better?
  • 401(k)s - Are they really an effective wealth-building tool?
  • Car loans - Is there really such as thing as "0 percent financing?"
  • Whole life insurance - Does it really have "terrible rates of return"?
  • Opportunity costs - How can you measure them when purchasing cars or financing college expenses?
  • Stocks - What's the difference between "average" and "actual" rates of return?
  • Debt, fees and taxes - How can costs rob you of reaching your wealth potential? 
  • Investment Real Estate - Can you make your returns even better by leveraging your own collateral? 
  • Banks - How do they really make their profits, and how can we learn from their example?
Let's connect and further discuss your goals.
Want More Income From Your Assets?
We now have SEVERAL options for generating cash flow from your assets through bridge loans and other real-estate-secured opportunities.
These private lending and equity strategies can be used inside or outside a a self-directed IRA, with options appropriate for both accredited and non-accredited investors.
Schedule an Appointment
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How can we help you?
  • Retirement Income Strategies
  • Business Valuation & Succession Planning
  • Insurance: Life, Disability, Long Term Care, Annuities
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