Jim Lambert, CF2

About Jim Lambert

Jim Lambert, founder of First Choice Consulting, LLC has been helping people plan for their retirement since 2001.
His passion is protecting the assets of his clients and helping them to reach their retirement and income planning goals.
Jim works with CPA’s and other tax professionals finding advanced tax strategies that saves thousands of dollars for their clients. He provides Federal Benefit Workshops throughout CT and RI and has assisted over two thousand Medicare recipients.
As a professional concerned with health, financial, and social issues facing retirees today, Jim has received comprehensive education and training throughout his career.
Jim Lambert was born and raised in Milford, CT. Attended St. Joseph’s High School in 1984 and graduated from Johnson & Wales University in RI, in 1988.
Immediately after graduation, Jim went in the cruise line industry, he worked onboard and met the girl of his dreams, Kerry McGuire Lambert.
Jim and Kerry celebrated their 20th wedding anniversary on a cruise. They are the proud parents of, Mark & Abby. The children are very talented and thrive at performing. His wife is a music teacher at St. Thomas Aquinas in Fairfield, CT.
When Jim’s not working, he enjoys traveling, boating, photography, cooking, sitting by the fire with family & friends, being active at the Knights of Columbus, and has volunteered at the Milford Oyster Festival, Rely for Life & the Duck Race.
Most importantly, Jim Lambert’s mission is to help avoid losing money in the Wall Street Casino, protecting retirement income so clients never worry about running out of money. Jim Lambert serves those in retirement, would like to retire now, and those that have years to go before retirement.