Jason Davis

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.

Member

Members I've Invited

Hunter Cockrell

Hunter Cockrell

Sponsorship

Edward Jones

Edward Jones

770-631-8844

404 Crosstown Drive
Peachtree City, GA 30269

Website

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

InfoMinute Seminar 09/20/2021
Orientation Essentials 09/20/2021
7-Minute Presentation Workshop 09/20/2021

Development

North Fayetteville Team

Introduced by:

Joined on 08/01/2021

Leadership

100% Club 05/13/2022

Team

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