Broker Check
Jim Einspanier, CLU, ChFC

Jim Einspanier, CLU, ChFC

Financial Consultant

Next Phase™

Jim
 has
 been
 working
 with
 individuals
 and
 business
 owners 
since
1982.

 His
 goal 
is
 to 
help 
ensure
 the
 financial security
 of 
his
 client
 base 
through 
estate
 creation
 and
 preservation,
 and
 to
 provide
 creative
 solutions
 to
 otherwise 
complex 
concerns.

Specializing in investments, insurance and investment analysis, retirement, employee and group benefits and estate and tax planning strategies, Jim is an advisor representative of Securities America, one of the country’s leading independent broker/dealers.

Jim is active in various civic and church organizations throughout the Dallas/Ft. Worth area. He and his wife have two children.

Securities offered through Securities America, Inc., Member FINRA/SIPC, Jim Einspanier, Registered Representative. Financial Planning and Advisory Services offered through Securities America Advisors, Inc., An SEC Registered Investment Advisor. Navigation Financial Group and the Securities America companies are unaffiliated.