Ronald James Financial in Sarasota, FL is owned and operated by Ron Hodgkinson. Originally from New England, Ron is happily married to his wife of 46 years, Kathie. They have two lovely daughters, five grandchildren, and four grandcats. Ron has lived in southwest Florida for the last 27 years and continues to love the sunshine and warm weather of the Sarasota area.
As a financial professional, Ron sees the lifelong impact of retirement planning, or lack of planning, every day. He has served the needs of his clients for 27 years and feels blessed to have helped so many people plan for the days that they choose not to work any longer.
Ron has chosen to specialize in working with retirees and pre-retirees because of their unique planning needs. Ron loves helping his friends and neighbors grow their assets while protecting and preserving that which they have worked so hard to accumulate over their working years.
Ron has undergone extensive training that has taught him how to objectively evaluate everything form retirement plans, social security, and Medicare planning to investments and tax planning. He also provides the additional value that comes with being a professional tax preparer. It is Ron's commitment to excellence and his unique low-risk, low-volatility approach that has earned Ronald James Financial the distinction of being named a "5 Star Wealth Manager" for the last five years.
During his spare time, Ron enjoys reading, golfing, and spending time with family and friends, and walking on the pristine beaches of Sarasota. Ron and Kathie enjoy their two dogs and they also welcome visits from family when they vacation in Florida.
About Ronald James Financial
In 1987, Ron started Ronald James Financial to help others with tactical and strategic private wealth planning services that incorporated Ron's philosophy and successful investment solutions.
It is our philosophy that you shouldn't have to sacrifice safety for growth. There are safe ways to accumulate and enjoy your wealth without risking your hard earned assets in what our founder and chief investment advisor, Ronald Hodgkinson, calls, the "Wall Street Casino."
As a full-service financial firm with more than 27 years of direct experience, we have been helping people protect, grow and enjoy their life savings. Here at Ronald James Financial, we understand the reality that the real challenges in life generally aren't with the accumulation of wealth, but with protecting your assets from unnecessary taxation and unexpected life events.
That's why every Ronald James financial plan includes a life contingency plan, a set of checks and balances as part of your financial strategy that will help you ensure that your hard earned assets are protected as best as possible from the unexpected and the inevitable.
Planning for taxes, health, social security, long term care, disability, and even the safe transfer of your legacy to your loved ones is all just a small part of what Ronald James Financial does for their clients. In addition, Ronald James provides professional tax preparation. As a client of Ronald James Financial, you'll learn what it means to have a dedicated financial expert by your side, always available to help you through life's challenges and actively protect your financial future.
Discover what it means to have a Ronald James Financial Plan and rediscover what it means to have confidence in your financial security. Call today for a free no-obligation consultation.
Fiduciary vs. Broker
Choosing an advisor to manage your wealth is one of the most important decisions that you can make. It is a decision that will affect many decades of your life, as well as, centuries for your heirs, beneficiaries, and charities.
Therefore, it is crucial to work with a firm you can trust – one which is dedicated to understanding and addressing your specific individual goals and needs. Before you make a decision of which firm to use, watch this video and learn what the differences are between fiduciaries and brokers. A fiduciary is someone who has a legal obligation to act on another's best interest. A broker is someone who facilitates a financial transaction between two parties, often receiving a one-time commission for their services.