James Sands Jr., CFP<sup>®</sup>,CLU<sup>®</sup>,CRPC<sup>®</sup>

James Sands Jr., CFP®,CLU®,CRPC®

Financial Services Representative
Financial Planner

Visit my web site!

Coastal Wealth Management Group- Fort Myers
9530 Marketplace Road, Suite #108
Fort Myers, FL 33912

Phone: (239)896-1109
Fax: (239)896-1141
E-mail:

  • Leaders Conference Qualifier: A MetLife honor awarded annually to those Financial Services Representatives who have successfully demonstrated the ability to attract, develop and retain clients by helping them meet their financial security needs.
  • Investment Adviser Representative of MetLife Securities, Inc., a registered investment adviser.

BUSINESS PHILOSOPHY
My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

PRODUCTS AND SERVICES           

  • Fixed Annuities
  • Variable Annuities
  • Charitable Giving Strategies
  • Disability Income Insurance
  • Estate Conservation Strategies
  • Education Funding Strategies
  • IRA Consolidation/Rollovers
  • Long-Term Care Insurance
  • Mortgage Protection (through life insurance and disability income insurance)
  • Medicare Supplement Coverage
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Mutual Funds
  • Tax Sheltered Annuities, 403(b) Plans
  • Term Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Whole Life Insurance
  • Business Succession Planning
  • Group Benefits
  • Alternative Investments
  • Wealth Management Services
  • Stocks, Bonds, and ETFs

QUALIFICATIONS

  • Licensed to sell Life & Health Insurance in FL, CO, MI, VA, and PA.
  • Registered to offer securities products in FL, CO, KY, NC, VA, and PA.
  • 1 Time Leaders Conference Qualifier
  • Member of Million Dollar Round Table
  • CLU®- Chartered Life Underwriter
  • CRPC®- Certified Retirement Planning Counselor
  • BS in Business Management

PERSONAL

  • 24 yr resident of SW Florida
  • Family: Mandy (Spouse) and Derrick, Dayra, Wesley, Tamara, Destalee, Kristen, and Polina (Children)
  • Hobbies: Golf and Hunting

ORGANIZATIONS

  • Board Member of New Life Assembly of God
  • Former President and Board Member of Lehigh Community Services

I will work with you and your tax and legal advisers to help you select the most appropriate product solution to suit your specific needs and circumstances.  Some health insurance products offered by unaffiliated insurers through Enterprise General Insurance Agency, Inc. (EGA), 300 Davidson Avenue, Somerset, NJ  08873.  Metropolitan Life Insurance Company (MLIC),1095 Avenue of the Americas, NY, NY 10036.Securities and Investment Advisory Services are offered by MetLife Securities, Inc. (MSI)(Member FINRA/SIPC) and a Registered Investment Adviser.EGA, MLIC, and MSI are MetLife, Inc. companies. L0112230484[exp0113][CO,FL,MI,PA,VA]