Jason Marsh (APMA®, CFP®)
Jason Marsh focuses in the
following client markets or areas of practice:
- Business Owners
- College/Education Planning
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Tax Planning
- Business Owners
- College/Education Planning
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Tax Planning
Planning Specialties
FINANCIAL PLANNING -Life planning, debt payoff plan, credit card strategy, retirement strategy, college savings, risk management, insurance planning, asset protection, estate planning, real estate analysis, investment management, tax-advantaged investing, tax planning. BUSINESS SERVICES - Salary review & tax planning, owner’s pay analysis, exit planning, cash flow planning, financial report review, equity compensation planning, bookkeeping setup support, business structure strategy, company benefit planning, retirement plan setup and maintenance, financial goal setting.Additional Information
My path to founding Cognition Financial wasn’t straight or easy, but deeply personal. Growing up in a large family where the end of the month often meant more bills than money, I experienced firsthand the stress and uncertainty financial instability brings. Later, as a single parent, I faced the daunting challenge of providing for my family while striving to ensure a better future. My journey from financial stress to clarity wasn’t just about overcoming personal obstacles – it was a journey of personal transformation. I learned that with the right knowledge and strategies, money could be a powerful tool for achieving one’s dreams and living a life aligned with one’s values and priorities. This realization ignited my passion to help others find their path to financial empowerment. Unlike other financial planners who push products, I focus on empowering you. I provide clear, actionable advice, allowing you to choose the best path for you and your family.NAPFA Start Date
June 17, 2024
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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
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