Jim Montville
Jim Montville is a seasoned professional with over 30 years of experience helping individuals, families, and business owners make smart, values-driven financial decisions. He provides asset accumulation and protections strategies with an emphasis on tax efficiency and is known for his clarity, integrity, and long-term perspective.
As a Co-Founder of Readiness Retirement Partners LLC, he specializes in estate and legacy planning for families of business owners, professionals, and other high net worth and high income individuals.
Jim's mission is simple: To help people live well today while building lasting security for tomorrow. Whether supporting multi-generational families guiding business succession, or simplifying financial complexity, he is a steady, trusted presence.
Outside of work, Jim is grounded by family, committed to his community and driven by a belief in lifelong learning and service.
Mark Pernicano
With over three decades of experience, Mark Pernicano is the Co-Founder of Retirement Readiness Partners LLC.
As a Financial Professional with New York Life and a Registered Representative with NYLIFE Securities, he has built a career providing financial protection, asset accumulation, and retirement income strategies to professionals, executives, business owners, and retirees.
Our process is focused on understanding your values and assisting you in crystallizing your goals, while accurately benchmarking your current financial reality. This insight becomes the foundation for crafting a financial roadmap for the future, and guiding you in creating and implementing a thorough financial strategy.
Let's talk. Our skill set can bring you-and the next several generations of your family-real value in a highly tax-efficient manner.