Jim Blake

Jim Blake was born in 1958 in Houston Texas and has been a lifetime Houstonian, now living in the Houston suburb of Sugarland.

Jim has been married for over 30 years to his wife Patty and they have two children, Jimmy and Julie, ages 25 and 27.

Jim is in his fourth decade of advising clients through the peaks and valleys of investing and having survived the bear markets of 1987 as well as 2000 and 2008, is uniquely qualified to guide clients who are nearing retirement and can not afford to see a major decline in their portfolio as they near the point where they will no longer be actively saving for retirement.

Jim is an outdoorsman and loves to hunt and fish. Jim has previously raced both cars and motorcycles but is now content to ride four wheelers on his farm near Livingston Tx.

Jim is well versed in Retirement and Estate Planning and specializes in retirement income and guaranteed income planning and believes in active management to survive the occasional bear market as opposed to ‘riding it out’.