Skip to content
Jim Dailey, CFP®
Menu
Home
About Us
About Us
James Dailey, CFP®
Jesica Andrews
About Raymond James
Who We Serve
Who We Serve
Business Owners
Families & Individuals
Retirees
Sudden Wealth
How We Serve
How We Serve
Our Process
Banking and Lending Solutions
Education Planning
Estate, Charitable Giving & Trust
Financial Planning
Longevity Planning
Retirement Planning
Resources
Resources
WorthWhile
Contact Us
Client Access
Client Access
Login Name
Password
LOGIN
Remember Me
Forgot your password?
Enroll
Need Help?
Contact Us / FAQ
Privacy / Security
Client Resources
Jim Dailey, CFP
8120 Lakewood Main St
Ste 201
Lakewood Ranch, FL 34202-5066
T: 941.907.0168
F: 941.907.9829
TF: 800.247.3011
Map and Directions
Map and Directions
Reset All Filters
Filter
Category
Tax Planning
Estate Tax Planning
Estate tax planning is very important to preserving your wealth f...
Start
Tax Planning
Your Marginal Tax Rate
Knowing your income tax rate can help you calculate your tax liab...
Start
Tax Planning
Self-Employment Tax Rate
Use this calculator to estimate your self-employment taxes. Norm...
Start
Tax Planning
Load more
Load more