Jim Allen
Associate Partner at Southern Financial Consultants, Inc. | Smyrna, Georgia, United States
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Jim Allen, as an Associate Partner at Southern Financial Consultants, Inc., brings over four decades of experience in the life insurance and financial planning industry. His journey began in 1973 when he joined his father’s agency, which has since evolved into a comprehensive financial services firm. A proud third-generation Georgian and a veteran of the Marine Corps Reserve, Jim’s dedication to service extends beyond his military background into his professional life, where he is deeply committed to empowering business owners, professionals, and individuals to achieve their financial aspirations.
At Southern Financial Consultants, Jim specializes in Risk Management, Retirement Planning, Wealth Transfer, and Estate Planning Strategies. His approach is client-centric, focusing on identifying and aligning with the unique goals and objectives of each individual or business he works with. By leveraging his extensive knowledge in areas such as 401(k) planning, disability insurance, and employee benefits, Jim crafts tailored solutions that address both immediate needs and long-term financial security.
Key projects under Jim’s leadership often involve collaborating with clients to develop comprehensive retirement savings strategies and wealth accumulation plans that ensure a stable financial future. He also emphasizes the importance of critical illness coverage and group insurance options, particularly for small businesses looking to provide robust employee benefits. By working closely with other financial professionals, Jim ensures that his clients receive a holistic approach to their financial planning, ultimately fostering a sense of security and peace of mind as they navigate their financial journeys. His unwavering commitment to excellence and client satisfaction positions him as a trusted advisor in the financial services landscape.
Regional Sales Director at Allegis Advisor Group in January 2009 to Present
Associate Partner at Southern Financial Consultants, Inc. in January 2008 to Present
President - Life Insurance Professional at Allen Professional Planners in January 1973 to January 2008
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Life Insurance
Insurance
Fixed Annuities
Retirement Planning
401k
Term Life Insurance
Long-term Care
IRAs
Disability Insurance
Estate Planning
Small Business
Financial Services
Whole Life
Health Insurance
Employee Benefits
Sales Management
Wealth Accumulation
Universal Life
Wealth Management
Long Term Care Insurance
Critical Illness
401k Rollovers
Wealth
Roth IRA
Alternative Investments
Retirement Savings
Group Insurance
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Discover more about Southern Financial Consultants, Inc.What is Jim Allen email address?
Email Jim Allen at [email protected] and [email protected]. This email is the most updated Jim Allen email found in 2026.
What is Jim Allen phone number?
Jim Allen phone number is +14046436223 and +19168796794.
How to contact Jim Allen?
To contact Jim Allen send an email to [email protected] or [email protected]. If you want to call Jim Allen try calling on +14046436223 and +19168796794. (updated on October 24, 2024)
What is Jim Allen net worth?
Jim Allen has an estimated net worth of $750,000 to $999,999
What company does Jim Allen work for?
Jim Allen works for Southern Financial Consultants, Inc.
What is Jim Allen's role at Southern Financial Consultants, Inc.?
Jim Allen is Associate Partner
What industry does Jim Allen work in?
Jim Allen works in the Financial Services industry.
Jim Allen Email Addresses
Jim Allen Phone Numbers
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