About Us
Targeted Financial Services
At Targeted Financial Services, we work with our clients to help them take control of their financial future through education and the creation of a comprehensive financial strategy that is designed to help them with the 5 critical areas of retirement planning, including:
As financial advisors, we see it as our responsibility to help our clients make the strongest financial decisions for themselves and their loved ones. At Targeted Financial Services, we work hard to bring our clients financial solutions that are designed to help them achieve security and peace of mind in retirement.
Jim Ashley
Jim Ashley founded Targeted Financial Services with the goal of providing retirees and pre-retirees with security and peace of mind in retirement. Since 1995, Jim has helped over 2,200 families and individuals with a variety of life insurance and retirement options.
We pride ourselves on taking a relaxed and understanding approach to help clients and their friends create a solid financial foundation. Whether our clients need help filing a claim, processing a payment, or just understanding their insurance coverage, we'll always be there ready to help. Our clients appreciate that Jim is not tied to one company or carrier. He is an independent broker and can search for the solution that best fits each situation.
We know our clients and we know insurance, so our clients enjoy the peace of mind that comes with knowing their insurance agency can help them regardless of how big, small, unique, or specific their insurance needs are. With the years of experience we bring to the table, there isn't much we haven't seen before – and you never know when that's going to come in handy.