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
- 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