Jim Soucy
- 5 Division St. Suite A113 East Greenwich Road, 02818
- Tel: (401) 234-4450
- Fax: (401) 824-1164
- jsoucy@WeCanHelpYou.org
The rules for optimizing Social Security and Medicare can be confusing and often punitive. Proper planning helps individual maximize their benefits and avoid costly mistakes and incurring unnecessary penalties.
Jim and his team have helped thousands of individuals as they take transitional steps towards retirement. Their educational approach helps simplify client concerns, enabling them to make better informed decisions about topics such as:
- Social Security Income Planning
- Medicare Planning
- Long Term Care Solutions
- Legacy Planning
Jim is actively engaged in a number of organizations and maintains his professional certifications, including:
- Health and Life Insurance Licensed in Multiple States
- National Social Security Advisors Certified
- America’s Health Insurance Plans Certified
- Bachelor of Arts from University of Rhode Island
- ALS Chapter of Rhode Island Volunteer
Jim is a native Rhode Islander and grew up in Warwick. He currently resides in West Greenwich with his wife Stevra and their three sons.
The Soucy’s enjoy spending time as a family especially at their son’s soccer games and collegiate crew regattas.
- Director of Medicare Education for WeCanHelpYou.org
- Medicare Advisor for Hilb Group of New England