FINANCIAL PLANNING MADE EASY
We’re Ready to Help
We believe that everyone can benefit from and deserves a financial plan, but we know that most people don't seek out help until they've already experienced a pretty substantial life-event like retirement or changing jobs. We know that the world of financial planning can be confusing and we want to help bring clarity and hope to each of our clients. We are fee-only financial planners and fiduciaries. In exchange for comprehensive financial planning throughout the year and investment management we charge 1.5% on assets that we manage up to 1 million dollars with a maximum fee of $15,000.00 a year.
I AM RETIRING
You're going to stop working. That's great! Now you can work on what you want to work on! We can help you navigate the many questions that retirement brings up: social security, medicare, what to do with your 401(k), pensions, insurance, and more to make sure you're retired phase of life fulfills your expectations.
I'M READY TO KICK SOME BUTT
If you're like Jason Demland, you may have spent a long time digging out of a pit of debt while building an income and career. If you've gotten debt free and are ready to take next steps to change your family tree then we can help. Jason specializes in financial planning that helps you make good decisions that will honor the legacy of your family while creating a new one for generations to come.
I'M A BUSINESS OWNER AND WANT SOME SUPPORT
Being an entrepreneur takes a lot of grit and moxy. It also takes a lot of time and money. It also takes time away from your family. Jason Bernal specializes in financial planning and tax-strategy for young small business owners who are succeeding at business and want to succeed with their families as well.
I CAN’T RELATE TO ANY OF THE ABOVE. HOW CAN YOU HELP ME?
Maybe you haven’t had a crazy financial event happen to you lately. Maybe you are trying to get ahead of the events. We applaud you. Either way, we’re here to get you on the right financial path.