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  • 11009 Gatewood Dr Lakewood Ranch, FL 34211-4941
  • T 941.750.6818 F 941.750.6816 TF 877.750.6818
  • Map and Directions Map and Directions

Jim Zientara, MBA, CIMA®

Raymond James Raymond James

Planning


    • Do You Need A Financial Planner?
    • How to Choose An Investment Consultant and Financial Planner
    • Planning For Longevity
    • Life Well Planned
    • It's Just 1-2-3
    • Where is Your Stuff
    LEARN MORE


  • Financial Planning is not just a listing of your stocks and bonds and what to do with them.


    Financial Planning is a comprehensive analysis of your needs, wants, and wishes today that’s tailor-made just for you. Then looking into the future throughout your lifetime, your plan will estimate the confidence that these goals will be carried out using your income earning assets to pay for them. Then when the end comes, how best to distribute what’s left to your beneficiaries, trusts, or charities.

    Working together, I review your goals, write a multi-page plan, and monitor the results making changes when needed. That is Financial Planning. It’s the right thing to do and the right way to do it.

    Don’t be intimidated by the complexity of your plan.

    Click HERE for a detailed Sample Financial Plan
    Click HERE for the shorter Executive Summary
    Click HERE for "Topics for Review" to make sure we don't miss anything
    Click HERE for my published article entitled: "It's Just 1-2-3."

    With your plan in place, then we'll decide what investments make your plan work.

    We are dedicated to helping you not only achieve, but have an understanding, of your life's financial plan.

    With your help, let me design your plan.

    LEARN MORE


    • 401(k) plans
    • In-Service withdrawals
    • Required Minimum Distributions (RMD)
    LEARN MORE


    • Understanding Social Security
    LEARN MORE


    • Raymond James Trust
    • Trust Basics
    • Estate Planning, an Introduction
    • Quality of Life is Part of Financial Planning
    • Key Estate Planning Documents You Need
    • Make Your Choices
    • The High Cost of Dying
    • You have to trust somebody
    • Ways of Passing Along Your Estate
    • Going Out in Style
    • Where is Your Stuff?
    • Who Gets My Stuff?
    LEARN MORE


    • Going Out In Style
    LEARN MORE

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  • Jim Zientara, MBA, CIMA®:
  • 11009 Gatewood Dr // Lakewood Ranch, FL 34211-4941
  • T 941.750.6818
  • F 941.750.6816
  • TF 877.750.6818
  • Maps and Directions Maps and Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc..

The investment center and the bank are not registered broker/dealers and are independent of Raymond James Financial Services. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.

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