Jason Demland (CFP®, CKA®)

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

  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Retirement

Tax Planning

Investment Management

Inheritance

Generational Wealth Planning

Additional Information

I'm a CERTIFIED FINANCIAL PLANNER™ and a Certified Kingdom Advisor® and I specialize in helping Christians with money so they have more to give away. I provide value in retirement planning, investment management, and tax-planning.

NAPFA Start Date

March 05, 2019

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