Since 1991, Jim Dempsey has taken pride in helping people maximize income and minimize taxes at all levels of financial planning. In 2019, Jim joined Centennial Securities.
“I recognize that each client has their own unique circumstances and I am committed to customizing a plan for everyone.”
He serves as a lead coordinator and communicator for many financial teams, which often include the responsibilities of consulting with CPAs and attorneys on behalf of clients. At other times, he serves as a conduit between parties in the financial planning process. Jim continues to serve clients’ needs in the areas of retirement planning, estate planning, wealth transfer, farm succession and business continuation as well as charitable giving, life insurance planning and long-term care protection. He believes in educating clients so they understand every aspect of their plan.
Jim is licensed in health, life, variable annuity, and long-term care insurance and holds his Series 7 and 63 licenses.
Born and raised in Michigan, Jim and his wife have two children. He is active in his church and community.