James A. Daniel - Financial Planner

As an Alpharetta, Georgia based NAPFA Registered fee-only financial planner we start with your goals in life. What is it that you would like to accomplish? Retirement planning, investment management, tax questions? We act as your Personal Financial Officer / Wealth Manager to help answer your questions and design a plan for you to reach your goals.

FINANCIAL PLANNING is more than investing, its about identifying what you want in life, and then building the financial architecture, investment and tax strategies to make it all happen. We do this in a personalized approach, with no product selling. We offer Full Wealth Management Relationships (planning, investments and tax prep) and stand alone Financial Planning engagements. You choose based on the help you are looking for.

Financial Strategist vs. Financial Product Salesperson
….who’s advising you?

15 Years helping Atlanta residents retire!

Whether in your prime career, nearing retirement or already in retirement, we are happy to discuss how building a financial plan can benefit you. Our fee structure for planning, investment and tax services is transparent and detailed here.

To learn more about our Atlanta fee-only financial Planning, Investment and Tax services CONTACT US or call directly to setup your complimentary consultation:
(678) 566-3711.

EXPERIENCE AND QUALIFICATIONS MATTER

CERTIFIED FINANCIAL PLANNER – CHARTERED FINANCIAL ANALYST- CHARTERED MARKET TECHNICIAN – ENROLLED AGENT

Request Follow Up

Name(Required)
Email(Required)
This field is for validation purposes and should be left unchanged.

James A. Daniel

James A. Daniel - Financial Planner

CFP, CFA, CMT

How can a fee-only fiduciary Certified Financial Planner™ help YOU?

As a fee-only Financial Planning firm we assist you in answering life’s challenging financial questions and help guide you to make smart financial decisions.

Learn more about us

Leave A Comment