Jim Lambert

First Choice Consulting


First Choice Consulting
185 Plains Rd Ste 207W
Milford, CT 06461, US


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Professional Profile

Jim Lambert’s journey began with a childhood fascination for the allure of cruise ships, fueled by his love for the TV series “Love Boat.” 

Fresh out of college, Jim swiftly embarked on his maritime career, stepping aboard Clipper Cruise Lines as the youngest on board Hotel Manager. Charged with ensuring passenger satisfaction, managing personnel, budgeting, and preparing for the unpredictable in the floating microcosm of a cruise ship, Jim thrived in this dynamic role.

Fate intervened as Jim crossed paths with Kerry McGuire, his future wife, during his tenure on the Mississippi Queen, where she dazzled audiences as a performer. Aware of their shared desire for a family, they acknowledged that their seafaring careers were not conducive to long-term plans.

After years of fulfilling work at sea, Jim faced a transition. However, navigating the financial landscape post-cruise proved challenging. Drawing from his experiences observing affluent passengers with advisors and the financial struggles of his own grandparents, Jim recognized an opportunity to make a meaningful impact in people’s lives through sound financial guidance.

Driven by his innate passion for aiding others and armed with a natural charisma, Jim seamlessly transitioned into the world of finance. In 2001, he founded First Choice Consulting, which is dedicated to helping clients craft enjoyable retirement plans. Many of his initial clients possessed advisors but lacked comprehensive strategies to convert their assets into lasting income streams.

Over the years, Jim’s expertise expanded, specializing in tax-free retirement solutions, navigating the complexities of Medicare, and alleviating retirement-related stress for his clients. His dedication extended to legacy planning, education funding, optimizing Social Security benefits, elucidating retirement income sources, and mitigating market risks.

Today, Jim Lambert continues his mission, empowering clients to realize their financial aspirations and dreams.

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