I’m Jason Demland and I’m a CERTIFIED FINANCIAL PLANNER™ professional. If you want to plan for financial independence, invest wisely, be strategic about taxes, and live a life of charity then I want to help you.
I specialize in helping people that are family focused, driven by Christian values, and have an affinity for farming.
Schedule a time to talk with me.
We'll go through the steps of building a financial plan and make sure every aspect of your financial life is moving in the direction you want. This will include gathering as much of your financial data as possible and will result in delivering you a one-page plan filled with actionable recommendations.
Our clients accounts are held with Altruist and we charge 1.5% on assets we manage under 1 million dollars. We manage custom portfolios for our clients tailored to their individual values and goals.
We'll consider your tax situation in the current year and in the years to come to employ a strategy that aligns with your values (like giving to charities, your church, and your children) to increase the likelihood that your tax bill is less over your lifetime.