Jim Stone

Jim Stone

Mr. Stone’s practice centers around assisting prosperous entrepreneurs and executives towards achieving their Investment, Retirement, Succession and Estate Distribution goals through a comprehensive financial planning process. Jim’s philosophy is the same as the Lincoln philosophy regarding his client relationships has always been the same; Serve First, Last, and Always?.

Jim has been a requested speaker at both public and industry meetings. He has hosted over 80 educational seminars discussing a wide array of financial planning topics.

Jim and his wife, Amy, live in St. Charles with their three sons, Drew, Alex, and Will.

Education

  • BS (Business Administration & Economics) 1993, Illinois State University Professional Certifications and Designations
  • CERTFIED FINANCIAL PLANNER™, CFP®
  • Chartered Life Underwriter, CLU
  • Chartered Financial Consultant, ChFC
  • Life Underwriter Training Council Fellow, LUTCF
  • Chartered Retirement Planning Counselor, CRPC