There are few people that can keep up with the fast paced, ever changing Retirement and Estate Planning industry like James E. Fox CEP, CSA. With over 25 years of experience, he has seen many shifts in the industry and taken on many roles. However, year after year, there was one thing that he noticed was in need of attention—
better education and options for individuals reaching their retirement years. This is the premise behind Fox Financial Group, Ltd., the company he founded, located in Burr Ridge, Illinois, a suburb of Chicago.
As a graduate of Certified Estate Planning School and Certified Senior Advisor School, Jim continues to increase his knowledge and help his clients make fundamental shifts in how they approach retirement, and structure this amazing time in life so that they will be guaranteed to have a lifetime income. His passion clearly shows through, and all his business comes from referrals from satisfied clients—1,100 strong and counting.
Jim’s expertise is sought out and he has been featured in Forbes and Advisor Today magazines, and he is in the process of writing his second book, which is due out in the summer of 2015. He has spent a great deal of time talking with companies and various organizations, helping them to educate their employees about better retirement and estate planning. According to Jim, “One of the keys to my success is that I am genuinely vested in integrity, trust, and service.”
Consumers’ testaments to the genuine nature and integrity of Jim’s business are reiterated by the best ratings (A+) at popular consumer agencies such as Better Business Bureau and Angie’s List. Jim has received multiple Million Dollar Round Table Awards, such as the Top of the Table Award, given to the top .10% in the industry, and the Court of the Table Award, which is given to the top 1% in the world for the industry.
The passion that Jim has for his career carries over into all aspects of his personal life. He is an avid golfer and a music lover. He plays the guitar, mandolin, and harmonica, and also has two music CDs out, which he co-produced. In addition, he spent 15 years as a high school and collegiate basketball official and has appeared on television several times. Jim has also run several marathons and half marathons. Always one to have exciting goals to look forward to, Jim has begun engaging in the speaking circuit, spreading his message of safe retirement to people across the United States that he has already shared with individuals in the greater Chicago area for so long.
Jim can be reached at: 630-654-1976, or check out his website at: www. for more information and educational videos.