From Our Editors
Jason DeMarre?s articulate financial advice can help clients build a retirement fund, save for their kids? colleges, or reach a passel of other long-term goals. With today?s deal, he?ll spend up to 12.5 hours fashioning a personalized plan of action for each client over the course of one year. A series of about five face-to-face planning sessions commence with a one-hour introductory meeting, followed by a profile meeting, during which Jason will build a detailed SWOT analysis to highlight a client?s portfolio?s strengths and weaknesses and to counter potential financial threats, such as the fire-breathing dragon living inside their filing cabinet. Then, he?ll unveil a full plan for a monetary makeover at a 90-minute strategy session, after which he?ll meet with clients again to pick products to invest in, such as stocks, bonds, and high-value Monopoly properties. Finally, a closing meeting will discuss plan implementation. ING Financial Partners is not a captive agency; Jason can pick and choose products from all financial services, not just ING, to assure the best possible match.