Service, Advocacy & Legal Organizations
Seven Oaks Financial provides alternative strategies for businesses and families with a separate focus on providing special strategies for special needs. In the Special needs arena, this includes an analysis of their current situation, an individualized strategies for their future, with prioritized alternatives, optional funding formats including the possible use of Special Needs Trusts, Able Accounts and other options available in working with Special Needs attorneys to establish the proper legal instruments to protect their family member, their government benefits, and establish financially a standard of living they desire for not only the Special Needs member but the entire family.
Jim Thompson* is the General Agent for Seven Oaks Financial LLC in Downstate Illinois. He is a CFP (Certified Financial Planner) since 1996, ChFC (Chartered Financial Consultant) since 2010, and a ChSNC (Chartered Special needs Consultant) since 2014.Jim offers his financial needs in:
- Special Needs Strategies
- Retirement Strategies
- Estate Strategies
- Employee Benefit and Retention Services
- Business Continuation Strategies
Jim has been working in financial services since 1985 after leaving the family farm. He is married, with 5 grown children, and 6 Grandchildren. He is an avid bicyclist and has been remodeling his home virtually from the ground up. While he does not claim to be a chef, he does enjoy cooking and experimenting with recipes. His goal at Seven Oaks Financial is to create an agency where reps can grow and prosper, fulfill the clients’ needs, and help make desires become a reality.
- Mobile 217.417.5228
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Advisory Services Offered
- Life Insurance
Life will never be free from uncertainty. But when uncertainty is minimized, life can be maximized. No matter what stage of life you are in, if someone depends on you financially, you should consider reducing their uncertainty by protecting them with life insurance.
Learn more » - Annuities
To live life to its fullest, you need to be prepared. Today, many of us will live well into and beyond our 80’s, and creating a plan to meet your future financial needs will help you prepare for this longer life expectancy.
Learn more » - Disability
Think of disability income insurance as protection for your income. What would happen if you were suddenly unable to go to work and didn’t receive your paycheck for three months?
Learn more » - Retirement Plans
We believe every business should be able to offer its employees a retirement plan as part of its benefits package. We want to help people achieve their financial goals for retirement.
Learn more » - Investments*
Seven Oaks Financial can help create opportunities to enjoy life at its very best.
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James S. Thompson* offers products and services using the following business names: Seven Oaks Financial, LLC – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Seven Oaks Financial, LLC. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.
Check out the background of this investment professional on FINRA’s Broker Check.