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Financial Advisory

Choosing the correct financial advisor can be a difficult decision and not one that should be taken lightly.  A professional that holds a CFP® designation has an undergraduate degree from a college or university, years of experience in the financial services field, must pass a comprehensive exam, and has continuing education requirements. 

As a CFP® professional, Jerod has a fiduciary standard of care to always have his client’s best interest first.   He can be your investment advisor and help you develop and understand your investment goals.  He will create diversified* portfolios that are tailored to your risk tolerance. * A diversified portfolio does not assure a profit or protect against loss in a declining market.

As a CPA, Jerod can make sure your investment and retirement accounts are working together in the most tax efficient way.

Having your CPA and CFP® professional in one location ensures that your plans and goals are communicated correctly and not misunderstood by other financial advisors, tax professionals, etc.

You have the convenience to talk to one person instead of several.

Jerod advises on:

  • Portfolio Allocation 
  • Portfolio Diversification
  • Suitability Review
  • Stocks vs. Bonds vs. Money Market Instruments, etc.
  • Time Horizon Investing
  • Liquidity

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