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FREE “Proactively managing limited resources in
anticipation of life changing events”
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About Z Financial Planning, LLC…Taking the Worry Out of Your Financial Future Is Our Only Goal
Do want to feel more confident about the financial decisions you make? Would you rest easier knowing that you are doing everything you need to in order to achieve financial independence? Do you want to have more time and freedom for the things you enjoy? You can. Whatever your current situation, financial concerns have an impact on your life and relationships. I can help you make the financial decisions that will make the most of what you have now and help you build a more secure, enjoyable future. Jim is NAPFA Registered Financial Advisor (www.napfa.org) and Certified Financial Planner™ (www.fpanet.org) with over 20 years experience in finance and personal financial planning including insurance, investments, estate planning, personal trust and fiduciary services and customized investment management. He is the principal of Z Financial Planning, LLC in Salt Lake City, Utah and is committed to working with clients on a Fee-Only basis. Jim earned a B.B.A., in Finance, from Valdosta State University, in Valdosta, Georgia and a M.B.A., in Management, from the University of Dayton, in Dayton, Ohio. He has received awards for business development and client service in his capacity as a New Business Development Officer for a major national bank. In addition, as a registered principal with a Wall Street investment firm, Jim was recognized as a top manager in the country and has also served as a Director of Financial Planning for a local financial services firm. Jim received his Certified Financial Planner™ designation in 1994 and is the current Chairman of the Utah Chapter of the Financial Planning Association (www.utahfpa.org) after serving as President in 2005 and 2006. He also takes pride in serving on the Planned Giving Committee of the Deseret Foundation and the Board of Trustees for AMICUS. He is also a member of the Salt Lake Estate Planning Council. In the past Jim served as a member of the St. Marks Health Care Foundation Evaluation and Advisory Committees and the American Lung Association’s “Night with the Stars” Committee. When you work with us, you can expect:
Would you worry less with a professional fee-only financial advisor on your side? Contact us to learn more about the financial strategies that will help you achieve your goals. |
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