Jim Winokur is a financial advisor and licensed insurance agent,
with a passion for helping people protect their quality of life and creating peace of mind. Jim has extensive knowledge of the financial industry. He also offers long term care insurance and is life and health licensed.
As seen on:
With over 10 years of experience as a Financial Advisor, Jim has advised numerous Individuals on:
Retirement Planning
Long-Term Care
Social Security
Medicare
*Medicare Advantage Plans are insured or covered by a Medicare Advantage organization with a Medicare contract and/or a Medicare-approved Part D sponsor. Enrollment in the plan depends on the plan’s contract renewal with Medicare. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. Availability of benefits and plans varies by carrier and location. Deductibles, copays and coinsurance may apply. Plans purchased after initial enrollment period are subject to eligibility requirements.
We are not affiliated with Medicare or any other government agency. By contacting us, you will be connected with a licensed insurance agent.
The Why
Jim’s Story
“Beginning my career in the insurance industry in 2001, I have accumulated over two decades of comprehensive experience in the financial sector. Building on this foundation, I became a financial advisor in 2015, further specializing my focus on retirement and the long-term care landscape. My career is a testament to my dedication, adaptability, and in-depth knowledge of the financial industry. As a financial advisor, I provide retirement planning and more to help clients achieve a secure retirement.”
Jim’s passion for serving others truly shines through his work as a financial advisor, a calling that became deeply personal during a challenging time. When his wife faced health issues at a young age, they navigated the complexities of Social Security disability and Medicare together. This experience not only brought Jim closer to understanding the intricacies of these programs but also ignited his desire to specialize in Medicare and Long-term Care, ensuring that others would not have to face these complexities alone. With a rich background in Life and Health Insurance, Jim further expanded his expertise by becoming a Financial Advisor, allowing him to offer comprehensive advice on retirement planning, and beyond, always putting his clients’ best interests at the forefront.
Nestled in the beautiful Cottonwood Heights, Utah, Jim finds balance and joy in the great outdoors. Whether he’s backcountry skiing, biking, engaging in racquet sports, or sharing his love for yoga as a certified instructor, Jim embraces an active lifestyle. His competitive spirit is also evident in his dedication to playing lacrosse, a testament to his belief in lifelong vitality and wellness.
Jim’s academic achievements, including a Master of International Development from American University in Washington, D.C., complement his extensive practical experience. This unique combination of personal commitment, professional expertise, and a holistic approach to life helps make Jim an invaluable ally to those navigating retirement. With Jim, retirees can expect not just a financial advisor, but a compassionate partner dedicated to ensuring their financial security and overall well-being.
Featured Articles:
What People Say
Jim’s relentless work ethic is second to none.
Doug Goodwin
Have a Question? Leave a Message.
It’s okay to ask for help with your future. Reach out today for guidance.