Back to Search Favorites List

Jason Co (CFP®)

Jason Co focuses in the
following client markets or areas of practice:

  • AUM
  • Baby Boomers
  • Generation X
  • Hourly
  • Investment Advice with Ongoing Management
  • Millennials

Planning Specialties

Our investment management fees are included in our flat fee arrangement. For households between $0-800k investible wealth $4,500/yr, $800k-$1.5M is $7,200/yr, $1.5M+ is $9,900/yr. For those comfortable with managing their own investments and want a professional opinion on how ready they are for retirement and how to lower taxes by pulling out retirement income from the right accounts, we offer TotalPlan for $6,900 for an in depth retirement plan that includes investment, retirement projections, tax planning, life | disability | long term care insurance review, and beneficiary planning. A flat fee package ends up much more cost effective than our hourly rate of $350/hr.

Additional Information

As an immigrant from Hong Kong, China, who spent a lot of time in Philippines, I founded CoPlanning Financial in order to create a space for Asian-Americans and Mandarin and Cantonese speaking Chinese immigrants to feel seen, and have a trusted partner in the unique challenges faced by these communities.

CoPlanning is a space to serve, to talk through financial challenges like caring for aging parents, and to feel like you have someone watching out for your needs. We were founded in St Louis and currently based in Overland Park near Kansas City.

I encourage you to check out my Youtube videos where I educate about the basics of financial planning.
Videos are available in English, Cantonese, and Mandarin.

NAPFA Start Date

September 16, 2021

Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit
Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

Submit

This Office

7300 West 110th Street Commerce Plaza I, Suite 700, 7th Floor Overland Park, KS 66210 Phone: (636) 888-0861
View
Visit Website