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Jim Orwig

Jim Orwig

Retirement & Special Needs Planning Consultant

Jim is the Retirement & Special Needs Planning Consultant for Lakeside, and brings an incredible amount of knowledge and experience to his role. After 20+ years as top-level retail management, Jim shifted his focus to bring his passion to help people find financial solutions in investment services for individuals, families and owners of closely held businesses. He specializes in retirement planning for individuals and couples, and strives to understand the specific goals of each as he builds a strategic plan for them to achieve those goals. He recognizes that each situation is unique, and designs a comprehensive course of action to monitor and ensure sustained and future financial success.

His work as the Special Needs Planning Coordinator is focused on helping families plan for the life care needs of special needs family members. Jim utilizes our Hope Trust platform, a program that analyzes the specific needs of each family and helps to prepare a life care plan specific to the unique challenges that families encounter when navigating the world with a loved one that has special needs. He uses Hope Trust to help detail the care plan, lifestyle plan, and financial plan with the program’s access to estate planning attorneys, nurses, and caretakers. All of these resources together help design and implement a comprehensive plan for each client and family with the intent to take care of ensuring the family member’s lifelong needs and success. 

Jim resides in Hudson with his wife Linda, and they spend a large part of their time being actively involved in the community through volunteer work with several organizations. He is the Sponsor Chairman for the annual Taste of the Hall of Fame event in Canton benefitting the Akron Canton regional Food bank, serves as secretary of the Hudson Kiwanis Club, and serves on the Stewardship team at Gloria Dei Lutheran church in Hudson. He has passed on his commitment to giving back to Northeast Ohio to his two adult children and three grandchildren. When Jim is not helping build retirement and financial plans or volunteering, Jim loves to golf and cheer on his local Cleveland sports teams.

Office Location:

3057 West Market Street, Suite 201,

Akron, OH 44333

Certifications

CERTIFIED FINANCIAL PLANNER™ professional (CFP)

Series 7, 63

Life and Health Insurance

Certified Financial Planner

Education

Wittenberg University
Bachelors of Science
Business Administration