About First Choice Consulting, LLC
Helping You Make Confident Decisions for Your Future
Retirement should be fulfilling—not confusing. At First Choice Consulting, LLC, we provide clear education and personalized guidance to help individuals and families make informed decisions about Medicare, retirement, and their financial future.
A Family Business Built on Trust
First Choice Consulting, LLC is a family business based in Milford, Connecticut. Jim Lambert and his son, Mark, work together to help clients better understand the healthcare and financial decisions that can shape retirement.
Since 1999, our approach has remained simple: listen first, explain clearly, and help you understand your options before deciding what comes next. We believe lasting client relationships are built through education, personal attention, and trust.
Meet Jim Lambert
Registered Social Security Analyst | Certified Financial Fiduciary® | Licensed Medicare Specialist
Jim Lambert has helped individuals and families navigate Medicare, Social Security, retirement income, and related financial decisions since 1999.
Born and raised in Milford, Jim built First Choice Consulting, LLC around a straightforward philosophy: educate first, so clients can make informed decisions with greater confidence.
His motivation is also personal. Watching his grandparents grow older made Jim wish they had someone in their corner to help them understand their options and protect what they had worked to build. That experience continues to shape the personal, education-first approach our team brings to clients today.
Meet Mark Lambert
Medicare Specialist | Retirement Planning Advisor | Client Education Advocate
Mark joined First Choice Consulting to work alongside his father and build a career in the family business. He works with clients throughout the Medicare process and is involved in many of the day-to-day operations at First Choice Consulting.
For Mark, the most important part of the business is the relationships built with clients. He values being accessible, straightforward, and someone clients feel comfortable reaching out to when they have questions or need help. He is proud to be part of what his father has built and looks forward to helping First Choice Consulting continue to grow for years to come.
We Educate. You Decide.
You should understand your choices before making important Medicare and retirement decisions. That belief guides every conversation we have.
Education First
We make complicated Medicare and retirement topics easier to understand so you can make more informed decisions.
Client Focused
We listen to your healthcare needs, financial priorities, family considerations, and retirement goals before discussing your options.
Trusted Guidance
Our experience and professional credentials support an approach centered on clear communication, education, and practical guidance.
Family Values
As a family business, we value personal relationships. We want our clients to feel heard, respected, and comfortable asking questions throughout the process.
More Than Medicare
Medicare may be where the conversation begins, but preparing for retirement often involves more than healthcare coverage.
Our team provides guidance across Medicare Planning, Social Security Planning, Retirement Income Planning, Asset Protection, and Trust & Estate Planning Coordination. By looking at these areas together, we can help you better understand the decisions that may affect your retirement, finances, and family.
When legal services are needed for trusts or estate planning, the legal work is handled by qualified legal professionals.
Educational Resources
We believe informed decisions start with clear, accessible information. Explore practical videos covering Medicare, Social Security, retirement income, trusts, estate planning, and other topics that may help you prepare for retirement.
Learn at your own pace, then connect with our team when you are ready to discuss your questions and options.
Ready to Talk About Your Future?
Whether Medicare is your immediate concern or you are looking at the bigger retirement picture, our team is ready to listen and help you identify a practical place to begin.
