Daniel Clay

Daniel W. Clay,

CFP® Financial Advisor. RJFS

I was raised in the quaint town of Perry, Georgia, where I graduated from Perry High School before obtaining my bachelor’s degree in finance from Valdosta State University. I married my high school sweetheart, Ashton, and we now reside in Peachtree City with our children, Delaney and Keanan. I actively participate in my church community and am a dedicated dance and baseball dad. I enjoy playing golf and spending time with our two dogs, Roxi and Piper.

As a compassionate and attentive listener, I am deeply committed to your success and well-being. Building trust is paramount to me, and I strive to be the first person you consult before making any financial decisions, whether it involves purchasing a car, planning a vacation, or preparing for life’s significant milestones.

As a financial advisor and CERTIFIED FINANCIAL PLANNER™ professional, I specialize in retirement planning and guiding clients through major financial decisions. My objective is to help you develop a comprehensive plan that empowers you to achieve your goals, instills confidence in your financial future, and allows you to enjoy a fulfilling retirement.

Retirement Strategies

  • Retirement Planning: Comprehensive reports and financial overviews of your retirement.
  • Portfolio Construction/Asset Allocation
  • Risk Tolerance Review
  • Income Strategies

Investments

  • Stocks, Bonds, Mutual Funds, ETFs, CDs, Money Market, Variable and Fixed Annuities, Alt Investments, etc.

Life Insurance

  • Insurance Needs Analysis
  • Term Insurance Solutions
  • Permanent Insurance Solutions

Long-Term Care Insurance

  • Needs Analysis
  • Hybrid Solutions
  • Traditional LTC Insurance

Family/Legacy Strategies

  • Beneficiaries
  • Transfer on Death
  • Estate Planning

Business Owners

  • Key Person Insurance
  • Buy/Sell
  • 401(k)/SoloK Plans
  • SEP IRAs
  • SIMPLE IRAs
  • Exit Strategy

I believe in viewing your financial picture holistically, ensuring all aspects work harmoniously. I collaborate with CPAs, estate attorneys, elder law attorneys, and other key professionals to achieve this. This partnership ensures that your plan is aligned with your goals and operates seamlessly.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.