Our Process
- Wealth Accumulation
- Retirement
- Multi-Generational Legacy Planning
Wealth Accumulation
The foundation of many of our clients' objectives is wealth accumulation. We develop a plan for accumulation by first identifying your near- and long-term goals. We then assess your needs and gauge your tolerance for risk to establish a personalized strategy for you. This allows you to invest with purpose.
Retirement
- Will my money last through retirement?
- What are my retirement options?
- How do I manage all my retirement plans?
- I am retiring soon; what do I need to do now?
- Do I need long-term care insurance?
Multi-Generational Legacy Planning
Ensuring a lasting legacy is important to many of our clients. Once Jason understands what your wealth means to you, he works with you to create a plan for passing along the legacy and understanding to a new generation using a thoughtful and concise process.
Our Strategic Partners
As a client of Jason's, you have access to a number of highly qualified professionals who can assist in developing a truly comprehensive financial plan. We combine our experience with the expertise of other D.A. Davidson professionals who specialize in:
Estate planning | Insurance | Trust planning
How We Do It
Our Wealth Management Process
Discovery Meeting
This is the time for Jason to learn your story while you learn how we operate. We ask questions to get to know you and your family. We learn how you feel about risk and discuss your investment time frame. This information gives us a comprehensive picture of your financial life.
Investment Plan
Following our in-depth discovery process, we will recommend an appropriate mix of managed investments, with special attention given to the suitable allocation of investable assets. We then build a financial roadmap specifically tailored to your situation. This will serve as your guide to ensure that your investments continue to align with all other financial considerations and changes.
Communication Plan
Ongoing communications are critical. We schedule an in-depth portfolio review and periodic conversations on a quarterly, semi-annual and annual basis, depending on your needs and preferences. Clients also receive quarterly performance reports by mail or online.
Investment Oversight
Advisory Relationships: Our team provides monitoring of overall market trends, economic conditions and investment performance, and makes adjustments to your portfolio as needed based on your personal goals and objectives. Our team of professionals is dedicated to helping simplify our clients' financial lives, and we remain deeply committed to the client-centered approach that we are known for.
Brokerage Relationships: As part of our service model, our team may conduct periodic reviews of client portfolios in order to respond to client circumstances, needs or goals. We are dedicated to customizing services to your needs through engaging an outstanding team of support professionals and utilizing up-to-date technology to guide your financial progress.
