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Jason M Jager
Financial Planner & Investment Advisor
CFP®, Enrolled Agent (EA)
Inman Jager Wealth Management140 Mayfair Rd, Suite 1000, Hattiesburg, MS 39402
My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Executives
Physicians & Healthcare
Major Milestones I Specialize In
Retirement Planning
Sudden Wealth or Inheritance
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
I begin with an introductory call to make sure that our firm is a good long term fit. If it makes sense to move forward, we'll build out a financial plan and talk about some ways to help you reach your goals. This gives you a good idea of how we work with clients before making the decision to hire an advisor. If you like what you see, we can begin our onboarding process and start working towards implementing your plan. One unique aspect of our firm is that we work as a team to serve our clients. We feel that this approach gives you the best plan possible and the confidence that we will be here to serve you and your family through multiple generations.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.