| James Donahue knows the world of individual financial planning within the corporate sector, having extensive executive experience from a diversity of major industries including insurance, private placement investments, and mortgage lending. As an insurance expert licensed in 13 states, he spent several years helping individual investors understand the complex issues surrounding life and related health insurance planning – with safe-haven retirement strategies at the bottom line. From 1988-97 he applied his financial planning skills to find business opportunities for individual investors through private placement offerings and he was active in virtually all matters related to the industry. As a veteran of the maze of underwriters, title companies and property appraisals, James was able to skillfully guide scores of individual investors through critical, financial matters required to successfully close complex mortgage agreements. So, the equally complex details of personal financial planning were a natural extension of James Donahue’s own professional skills. Today, as a full-time LPL financial planner, he skillfully charts all aspects of corporate-related financial transition and retirement planning for employees and managers at AT&T and Verizon, among others. His specialties include 401(k) and pension-plan rollovers into IRA portfolios, which incorporate strategies enhancing mutual fund performance, estate planning and other crucial retirement issues. “I enjoy the financial planning process because it’s never quite the same for any two individuals, families or couples,” Donahue says. “I spend a lot of time looking at someone’s whole life in the current sense of the word, as well as future goals for each, individual client. All become part of a solid, strategic retirement plan.” A registered representative with Linsco/Private Ledger, James Donahue holds his Series 7 securities trading license with Linsco/Private Ledger and the NASD. He also has the powerful backing of Peak Capital’s investment research and expertise, as well as the acclaimed professionalism of Boston-based Linsco/Private Ledger – the nation’s largest independent securities broker dealer - behind every ‘executive level’ decision made for his individual client investors. Married for 17 years and active in his community, this Minneapolis native has lived in the Greater Dallas area since 1988. He loves Texas and is committed to help Texans achieve their ultimate pre and post-retirement financial goals. E-mail James at: james.donahue@peakcapital.com * James Donahue has his Series 7 securities trading license and his Series 66 certification in state/federal ethics and law from Linsco/Private Ledger and the NASD. He has several other licenses, covering representation of insurance products, etc, and is currently working toward obtaining designation as a Certified Financial Planner. Like other professionals at Peak Capital Investment Services, James is a Registered Representative of Boston-based Linsco/Private Ledger, the nation’s largest independent securities broker dealer. |
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