Jason Cole

I’ve been in the financial industry for 23 years and I’m excited to be launching my practice in a way that I have the utmost control over how I serve my clients and the products and services I can offer. What’s best for the client is my priority.

I’ve always had an affinity towards numbers and helping people understand them. I value honesty, family, and good conversation so these are the things I prioritize with my clients. I think about my job as helping clients to collect, not money and material things, but time, relationships, and memories to cherish. There’s a lot of financial information available today and it can be challenging to sift through all the rubbish to understand what’s best for you and your family. There’s no shortage of professionals who will try to sell something to you without appreciating and understanding where you are and where you want to be. Working together with my clients, we have found that having a partner to filter through all the noise can lead to better and more prosperous outcome.

I realized how much we use insider terminology to describe things our clients are scared of. Using everyday language to talk through risk and reward helps make the conversations more tranquil and less confusing. We work through fears, build out visions of their hopes and dreams, and ultimately, we coordinate all their financial life with the goal of not running out of money to help them reach their desired retirement destination. Simple.

I’ve met many of my clients through service work in the community and find it immensely important to advise and serve those who spend their time taking care of others.  Most of my clients have limited time and attention to give to a financial plan and that’s why they entrust us with the creation and implementation of their money decisions. Our work together frees them up to do what’s most important to them whether that be taking care of patients, teaching, or spending quality time with those they are closest to.

I run my business and care for my clients based on the core values of:

• Abundance
• Fairness
• Gratitude
• Community
• Honesty

When I’m not helping clients, I can be found doing anything outdoors, woodworking, or spending time with my beautiful family.