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Jim Hoeflinger - CLTC

Phone: 630-964-6700
Fax: 630-353-9758
Email: JHoeflinger@omalleyassoc.com

Financial Services Representative

Industry Certification
CLTC (Certified in Long-Term Care)

Philosophy
People work with me because of my professionalism, honesty and openness.

What this means is that we can connect about what is really important to them and their family.

As a result, I can offer value-added guidance to help them achieve their goals.

The real benefit is that they feel happy and confident that the decisions we are making can enhance their own financial security.

Personal
FSR since 1989

Born in Chicago, IIL, residing in Plainfield, IL
Married to Marie, three children: Kelly, Ryan & Erik
Graduate of St. Rita H.S.
B.A.S Degree from University of Illinois
Member: St. Mary Immaculate Catholic Church Liturgical reader
Hobbies: Golf, Sports, Outdoor family activities

Products & Services
Financial Needs Analysis
Term Life Insurance
Whole Life Insurance
Variable Universal Life Insurance*
Mutual Funds*
Annuities-Fixed & Variable*
IRA Rollovers
Long-Term Care Insurance
Disability Income Insurance**
401 (k) Plans
Estate Planning***
Business Planning

*Registered Representative of Park Avenue Securities LLC (PAS), 1901 Butterfield Road, Suite 500, Downers Grove, IL 60515. Securities products and services offered through PAS, 1-877-4OMALLEY. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. O'Malley & Associates LLC is not an affiliate or subsidiary of PAS or Guardian. O'Malley & Associates is a division of O'M & Associates, LLC.
PAS is a member of FINRA http://www.finra.org, SIPC.
Securities licensed in Illinois

**Disability Income insurance underwritten and issued by Berkshire Life Insurance Company of America
Pittsfield, MA, a wholly owned stock subsidiary of The Guardian Life Insurance Company of America
New York, NY. Products not available in all states Product provisions and features may very from state to state
***Guardian, its subsidiaries, agents, or employees do not provide tax or legal advice