Hi. I'm Jim Zientara and a Financial Planner with Raymond James Financial Services. I meet with serious folks and they tell me their needs, wants, and wishes for their financial dreams to come true. Taking a holistic approach, we together create a personalized comprehensive financial plan. It's done today for tomorrow.
Once we have the plan, then we 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 results within the plan.
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.
Once you are finished using your money, consider an article that may be helpful 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 my opinion of what you've done so far, contact me. We'll have a one-hour free consultation to decide if we both want to move foreword.
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.
"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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