Jason Davis
Financial Advisor
I love God and people. I'm married and have two little boys that are my world. I speak Spanish & Portuguese and enjoy meeting new folks, reading, fighting, hunting. & fishing.
I love God and people. I'm married and have two little boys that are my world. I speak Spanish & Portuguese and enjoy meeting new folks, reading, fighting, hunting. & fishing.
Member
Sponsorship
770-631-8844
404 Crosstown Drive
Peachtree City, GA 30269
After I learn what's truly important to my clients I use an established process to create a comprehensive plan to help them reach their goals, then I partner with them to make sure they stay on track.
Company
Development
A previous referral trigger asked about a question I receive frequently that has more than 1 answer and then asked to identify different situations that would cause different answers. The question I frequently get is "what kind of account will save me the most in taxes?"
Part of the Referral Trigger stipulated that I could not say, "it depends," which was my go-to response to that question. I don't review 3 different scenarios with every client or prospect, but I will begin the discussion as follows:
"If you expect to pay LESS taxes in retirement, then we can explore pre-tax accounts that can give you a deduction, NOW. If you expect to pay a HIGHER tax rate in retirement, then we can explore Roth or Roth-LIKE options, that will provide you with tax-free income in retirement."
Referral Trigger Response