General Info

At First Choice Consulting, founded by Jim Lambert, my son, Mark, and I help make retirement enjoyable, not stressful. We specialize in creating personalized Retirement Income Plans that give people confidence about their financial future. But retirement isn’t just about income—it’s about protecting what you’ve built. That’s why we also guide clients through: Medicare planning – making the right choice for your health and your wallet Social Security optimization – getting the most from what you’ve earned Estate planning through Trusts – so your assets go where you want, without probate or family drama We’ve been helping individuals and families make smarter, tax-efficient retirement decisions since 1999. Whether you're just turning 65 or already retired, we can help you. Let’s make your retirement work for you.