FOX RETIREMENT SERVICES

James Fox is a seasoned financial professional with over 35 years of experience guiding individuals toward a secure and fulfilling retirement. Now based in Naples, Florida, after establishing his practice in Illinois, Jim remains dedicated to building lasting relationships founded on integrity, trust, and exceptional service. He firmly believes that truly understanding each person’s unique needs is essential to developing personalized and effective retirement strategies.

Jim is also a bestselling author, including his latest release, *Top10 Amazon Best Seller: I Love Annuities and You Should Too!* His insights have been featured in prominent media outlets such as Forbes, Fox News, Adviser Today, Bloomberg, and more. Through his practical advice and straightforward approach, Jim helps clients navigate retirement income planning with confidence and peace of mind. He combines sound financial principles with a personalized touch, ensuring his clients achieve stability and peace in their retirement journey.

Originally from Atlanta, GA, now residing in Naples, FL. Attended Chattahoochee Technical College studying Business and Human Resources Management and Saddleback College in Southern California, studying Fine Arts and design.

She has two daughters currently attending Savannah Art and Designs College.

Renee has a diverse background and a passion for art, with a solid foundation in business management and Human Resources. In addition to her corporate experience, she has created successful businesses as an accomplished interior designer, and a professional cake designer.
Furthermore, her roles as a food and beverage manager have allowed her to combine culinary arts with exceptional customer service and management skills.

With over 30 years of experience in tax and corporate accounting, Angela Petersen is a trusted Enrolled Agent who helps individuals and small businesses navigate the complexities of tax planning with confidence. Her expertise lies in developing personalized strategies to lower taxable income, optimize financial outcomes, and ensure full compliance with IRS regulations.

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Angela offers a full suite of services within her practice at AKP Tax & Accounting Services, including:

• Tax Preparation for individuals and businesses

• Strategic Tax Planning to reduce taxable income

• Payroll Services tailored to small business needs

• Accounting Services for accurate, up-to-date financials

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What truly sets Angela apart is her commitment to building strong, lasting relationships with her clients. She takes the time to understand each client’s unique goals, offering tailored guidance and year-round support—not just during tax season.

Let’s work together to simplify your taxes and strengthen your financial future.

Since 1983 we have guided and serviced business owners, employers, executives, professionals, working families and retirees. 

The majority of our new business is based on direct referrals. We are already working with the 2nd and 3rd generations of our original Clients' families.

We are also highly recommended by professionals in the accounting / legal practices and colleagues from the insurance industry.

Each Client receives personal attention and customized recommendations based on their unique situation.