ABWA Meeting
Jim Levine
Private Wealth Advisor
Financial Independence
Keeping Your
Retirement On Track
Having a plan for retirement can help you to know where you're going and
how you're going to get there. Having the RIGHT plan and being prepared can
help you keep your retirement on track and feel more confident.
Join us for this event to take steps in learning how to examine your retirement
income wants and needs to create a personalized retirement income strategy.
Jim Levine is a Select Planner with Sagemark Private
Wealth Services. He provides sophisticated estate, business succession, investment
and philanthropic solutions for affluent individuals and business owners.
Jim focuses on developing key concepts and creative strategies with a process
oriented approach that brings a sense of security and comfort to the lives
of his clients and their families.
Jim has over 20 years of sales and management experience.
He has been in the financial services field since 2002. Prior to joining
Lincoln/Sagemark, Jim gained broad experience working at major manufacturing
software and consulting companies.
Jim holds a M.B.A. from Case Western Reserve University
and a B.S. in Industrial Engineering from Ohio State University. Jim has
earned the Certified Fund Specialist designation. Jim is a member of C.O.S.E.
and the Chagrin Valley Chamber of Commerce. Jim volunteers for the Leukemia
and Lymphoma Society and the Alzheimer's Association. Jim and his wife reside
in northeast Ohio and have two children. Jim enjoys tennis, cross-fit training,
reading, and magic.
About Our Practice
Our team comprises a group of trained specialists who help business
owners, professionals, executives and retirees understand complex estate,
business succession, retirement and investment problems. Jim Levine is
a registered representative of Lincoln Financial Advisors Corp., a broker/dealer.
Member SIPC CRN201104-2054046.
