Hi. I'm Jim Zientara, an Investment Consultant and a Financial Planner with Raymond James Financial Services.
If you want to buy or sell suitable securities like stocks, bonds, mutual funds, I can act as a "broker" dealing in suitable investments. If you want to deal in professional money management or financial planning, I can act as a fee-based "planner" dealing in your best interests as a fiduciary. If you want me to give you only advice and charge a fee for my service, I can do that as an "advisor." Select the one or more arrangements you need.
To start, I like to meet with serious folks for a complimentary one hour consultation. They tell me their needs, wants, and wishes to help them achieve their financial dreams to come true. If we decide to go forward together, I'll create a personalized holistic comprehensive financial plan taking into consideration their realistic risk and return desires.
Once we have the financial plan, then we'll look at the assets, like stocks, bonds, mutual funds, 401K, annuities, life insurance, wills, trusts, and other things wherever they are held to make sure they are delivering good results within the plan. If they are not, then adjustments might have to be made.
If you are considering retirement or are retired, which could be 25 or more years of unemployment, there are many financial and estate things you may need to know.
For example, once you are finished using your money, you may want to pass it along. Consider an article that I wrote for the Bradenton Herald titled "You have to trust somebody." Press HERE for a copy.
If you're serious about your financial future or want a second opinion on what you've done so far, contact me. With more than 35 years of experience, I enjoy helping so many women, men, families and their heirs and charities as their financial life manager.
My financial planning business grows because satisfied clients tell their friends about the quality and professionalism of my efforts. They hire and then refer me because I do the work they need done.
"If you fail to plan, you plan to fail." – Benjamin Franklin
Click the link to see the Wealth Management article, "At the Junction of Work and Play"
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