Our Services Retirement planning can be simple and easy - with Jim Moff Retirement and investment planning need not be intimidating. While it may seem like unknown territory, with the quality of life depending on sound decisions, those decisions can be simplified.Jim Moff can help you plan with assurance. As a retirement income specialist, he can show you how the planning process works - from the inside out. By demystifying the process, he empowers you with the knowledge to plan for a financially independent tomorrow.Knowledge is power. That's why Jim's first priority is making sure you understand the basics of money management. He'll show you how investing your 401(k) or pension funds into tax-advantaged investment vehicles can help protect and build up your nest egg - so you'll never have to worry about outliving your money.