our experts: INVESTING T op 5 PC M oney G urus T hat C ount Jimmy and Jeremy Day Days for Clients By JIMMY DAY I 48 n this complex world of investing, our chief desire at Day Wealth Management is to help our clients reach their financial goals while preserving wealth through effective risk management and successful money management strategies. We’ve bee n helping people reach their financial goals since 1990. Day Wealth Management offers a wide range of strate- gies customized to fit the specific needs of each client. We always put the clients’ best interests first, which has led them to being successful. We help clients with wealth management as well as risk management, which is an important element in financial planning. A number of our clients have been with us since the beginning and several are third-generation clients. Our strong client relationships have resulted in numerous referrals from our clients, because they feel good about sending their friends and family members to our firm. We feel very honored. To us, there is no greater compliment. Texas Monthly magazine has recognized Day Wealth Management as a “5 Star Wealth Manager” for the last 4 years in a row. Many of our clients are business owners, professionals, close to retir- ing or retired. People see us as their personal trusted financial advisor because we really listen about what’s important to you, the client. We have years of experience through all types of markets to help coach and guide our clients toward their personal goal. By separating the news from the noise, we help keep clients eyes on their goals. I believe strongly in the phrase, “Invest in every moment.” That means spending time doing things you love, going places you’ve always wanted to go, and doing special things with people closest to you. Day Wealth Management works for you to do the absolute best they can to make those special moments a reality for you. We design customized strat- egies that fit your very own personal situation and goals. One of the benefits of working with us is an ability to provide clear explanations of financial products and services. Simply put; our business is a client driven practice that is built around you. We are an independent firm, which allows us to search the vast world of products to provide the best available for you and that fits your unique situation. Our primary business model is fee based which charges fees based on the amount of assets invested. Unlike many commis- sion firms, we have a level fee for all products which takes out all the potential bias that can come with a commission based business. We are a fiduciary which means we have a fidu- ciary duty to act in the client’s best interest. This is important to note, something people should consider when making decisions concerning investing for their retirement. About Jimmy Day — Jimmy Day is a lifetime resident of Parker County. He and his wife Janice have been married for 41 years and have five children. Their eldest son, Jeremy has worked with and beside him for the last five years and, like his father is extremely involved in the community. Jimmy has been involved with numerous boards and various nonprofit organizations over the last 25 years. He is a charter board member of the WISD Education Foundation on which he continues to serve.