New Book Available

The Pension Shield Option

The Pension Shield Option is a specialized retirement strategy tailored for first responders, addressing their unique pension and survivor benefit needs. By choosing the higher-paying single-life pension option and supplementing it with a dedicated life insurance policy, first responders can significantly boost their monthly retirement income while ensuring their loved ones are financially protected. This approach offers greater flexibility and control than traditional survivor pension options, allowing first responders to safeguard their family’s future, adapt to changing life circumstances, and leave a meaningful legacy—all while maximizing the value of their hard-earned benefits.

Firefighters

EMT

Police Officers

Other first responders

  • Increases retirement income

  • Provides added protection for loved ones

  • Offers more flexibility than traditional pension options

  • Tailored for first responders’ unique needs

  • Supports legacy and survivor benefits

Book Now Available On Amazon

DIE NEATLY
How to Live a Financially Meaningful Life by Preparing for The Inevitable

Drawing on over three decades of expertise, Jim Lusk shares his wisdom in “Die Neatly,” guiding you through the essential steps to secure a prosperous present and a safeguarded future. This book is your roadmap to overcoming financial challenges and seizing control of your financial destiny. Uncover the secrets to thriving financially with Jim’s proven strategies for living well today and ensuring your legacy tomorrow.

Business Owners

Private Individuals

Entrepreneurs

Govt. Officers

State Employees

NGO’s & Charities

  • The 3-part strategy that guarantees you set yourself up to live well and take care of your family

  • How to protect your most valuable asset

  • How to get a lot more out of your pension program!

  • The secret piece of your financial plan… and much more

Book Now Available On Amazon

Money Machines for Life

Maximize Your Human Life Value, Social Security Income, and Defined Benefit Pensions

“Money Machines for Life,” serves as an enlightening journey into optimizing your most valuable assets: your human life value, social security benefits, and defined benefit pensions. Lusk, with his engaging narrative and expert guidance, demystifies the intricate landscape of financial planning, making it accessible and actionable for all.

This book is a treasure trove of wisdom for anyone, from financial novices to seasoned investors, looking to elevate their wealth management strategies. Under Lusk’s mentorship through these pages, you’ll discover the keys to unlocking informed financial choices, enhancing your asset value, and ensuring a flourishing future for you and your family. Let “Money Machines for Life” be your roadmap to financial empowerment and legacy building.

Business Owners

Private Individuals

Entrepreneurs

Govt. Officers

State Employees

NGO’s & Charities

  • “Money Machines for Life” goes beyond mere wealth accumulation; it’s a guide to attaining financial serenity and crafting a lasting legacy. This essential read offers the keys to mastering your financial future, providing the motivation and knowledge needed to navigate the complexities of the modern economic environment successfully.