Description
First Choice Consulting has been helping individuals and families prepare for retirement since 1999. Founded by Jim Lambert, our team provides personalized retirement income planning designed to help clients pursue long-term financial confidence. We also offer guidance with Medicare planning, Social Security optimization, estate planning through trusts, wealth management, and tax-efficient retirement strategies. Our goal is to simplify important financial decisions and create customized plans based on each client's needs. We are committed to providing professional, dependable service and helping clients protect what they've worked hard to build.
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Health Insurance(203)878-4598 (203)-878-4598 +12038784598