James Rooney

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Jim Rooney is a financial strategist who focuses on providing the greatest opportunity to retire successfully for his clients. He believes that far too many retirees live a “Just in Case” retirement because of the very real fear of running out of money.

As a licensed financial professional, Jim believes that it is his responsibility to educate and prepare his clients to maximize their retirement savings and to achieve their goals during their golden years.

As a certified financial professional with the Institute for Financial Wellness, Jim utilizes sophisticated computer modeling techniques to provide a realistic picture of each client’s probability of meeting their retirement financial goals. Various strategies can be tested to determine the impact on financial resources at retirement.

His personal passion is providing his clients with the peace of mind in knowing that they have been provided with the best possible solution for their individual needs

His sales approach is exceptionally low pressure and focuses instead on educating prospective clients in the approaches for their needs.

Personal Background

Born in Council Bluffs, Iowa

Moved to Kansas City, Missouri in 1991.

Member of Rotary Club, Feed the Homeless, Knights of Columbus and Chamber of Commerce

Married for 34 years to Carla, with 3 Children and 4 Grandchildren

Professional Background

Insurance Licensed in the following states – MO, KS, NE, IA

Securities Licensed Series 6 and 63

Education: Creighton University (Omaha, NE) Bachelor of Science