About Us

Lamb Retirement Solutions LLC is a premier Financial Planning firm which provides retirement, 

investment and insurance planning services.

We take pride in providing our clients with professional financial planning, superior customer service and most importantly, integrity.

As a CERTIFIED FINANCIAL PLANNER™, I enjoy coaching clients on how to structure and allocate funds in their investments. Most importantly, I coach clients on behavioral finance and investing. As a 20 year Army veteran, I also try to spread this advice to service members and federal employees that have an open mind and are willing to listen. I am on a mission to help people make a plan and help them work toward their retirement goals.

My personal goal and promise to you is to provide the highest level of professional services and continually ensure you are on the right track.

I strive to make complex topics simple, and take away stress and anxiety towards planning for and working towards your financial goals, giving you peace of mind and time to enjoy the things that you love most in life.

James Lamb, CFP®, EA

Let's talk about how we can help you.