Investors’ Corner

Planning for retirement can be overwhelming.  Wouldn't you rather work with the same person who knows you than talking to someone at a call center?

Please give me a call at 530-564-4236 and I’ll explain retirement methods I’ve been using since 1994.

Jim Belenis , AIF®, offers securities and advisory services through KMS Financial Services, Inc. KMS is an independently operated wholly owned subsidary of Ladenburg Thalmann Financial Services Inc., and is a broker-dealer and SEC registered Investment Advisory Firm. We provide comprehensive financial advice and portfolio management through a personalized, insightful approach with a focus on developing strategies for those who are pre-retired or currently retired.

We emphasize developing and working through long-term relationships with our clients to help them attain their personal financial objectives.

Our breadth of financial knowledge and more than 20 years of practical

experience allows us to identify client needs and create individualized plans to meet those needs.   You will not find a cookie cutter, one-size-fits-all investment program here.

We are centrally located in Davis, California and serve people from all walks and stages of life in the Sacramento Valley and beyond.  Let us help you navigate your financial future today.