General Info

Jason DeMarre: I serve individuals and businesses in financial management, including: retirement planning and IRAs, estate planning (and potentially reducing exposure to estate taxes and probate costs), insurance planning, education funding, investment planning, accumulation strategies and employee and executive benefits. My goal is to help investors improve their investment income by having a thoughtful dialogue around taxes, risk management, and asset allocation modeling. I recommend appropriate investment vehicles to help you reach your goals. Clients can expect active communication and accountability from me and my investment partners. Please contact me if you would like a customized financial plan built. Let's make progress today!