Jim Placet is a Certified Senior Advisor and is the President of RJP Estate Planning. He was born and raised in Wheaton, Illinois, a west suburb of Chicago. Jim graduated from ASU with a Finance degree in 1987. He then went into the investment and brokerage business, after that working for Piper Jaffrey and IDS Investment Services, who later became Ameriprise. He assisted in managing 60 branches of Great American Bank, helping to supervise the Financial Planners inside of the bank. Jim is also a certified tax preparer, with a vast knowledge in tax preparation and the understanding of the tax codes. Jim’s goals as a business owner and objective is to serve the needs of clients at the highest level of service. He believes this comes through understanding a person for their needs and their goals, and as a human being, rather than a number. He and his staff have achieved that through courtesy and the philosophy that we are a family and our clients are members of the RJP Estate Planning Family. Jim believes in taking the retirement cycle from point A all the way through in home care if need be. He believes in and helping people and to educate them on how to make an actual difference in someone's life rather than just a return on an investment.
Jim has earned the following licenses in the state of Arizona:
In Jim’s time off, you will find him with his lovely wife and two amazing daughters, Melissa, 17 and Emily, 14. Jim enjoys tennis and golf and boating when he gets the opportunity. He loves to travel with his family, feeling that life is precious and making memories with the ones he loves is the most important thing.
The Planning Consultants at RJP Estate Planning provide services in the areas of estate planning, planning with wills and trusts, asset protection, probate avoidance, probate & estate administration, long-term care planning, Medicaid planning, asset protection from Medicaid, veterans benefits, charitable planning, special needs, estate tax planning, and business succession planning. They serve clients and their families throughout Scottsdale, Phoenix, and Sun City, Arizona, and the surrounding cities and towns. RJP Estate Planning is not a law firm, cannot give legal advice, and does not prepare legal documents. For legal services, clients separately consult with a law firm.
Copyright © IMS. All rights reserved. You may reproduce materials available at this site for your own personal use and for non-commercial distribution. All copies must include this copyright statement. Some artwork provided under license agreement.