Jim Danielson

Taking Action Towards Your Retirement

This a seminar is designed to help you understand your role in creating a plan for your retirement and to motivate you to take action.  We will discuss how to plan for the different stages of retirement, as well as how inflation, time, and risk play important roles in building your plan.  We will also look at the fundamentals of sound investing, how to manage your 401K better, and the strategic items of which everyone should be aware regarding gifting and leaving a legacy.

About Jim

Jim has developed a financial advising practice that focuses on developing solutions for small businesses and professional individuals. As a financial advisor, Jim brings his investment talents and knowledge of relationships to each of his clients while providing superior service and client communication.  He works closely with his clients to understand their business, goals, and financial objectives. He helps them formulate appropriate strategies through the help of his global investment company, Raymond James Financial Services.