About
What Makes Unleashed Financial Different?
Unleashed Financial was created for the young professional and growing family that needs comprehensive planning and investment direction but doesn’t currently have enough assets for a traditional “wealth management” firm. Unleashed Financial has no minimum investment, no minimum net worth and no minimum income levels. You need a plan for your current goals and long term wealth accumulation, I understand and help you meet your goals
- Fee-only: No commissions, No sales, No pressure of any kind. You are a client, not a customer.
- No Account minimums: Just starting out or seasoned investor? The systems I use are scalable, efficient, and effective.
- Monthly retainer: We work together continuously, as your needs, wants, and goals change so does your plan.
- Fiduciary: I am a Fee Only financial advisor, I have taken a Fiduciary Oath. I work in your best interest. Every Client, Every Account, All the time.
- Planning Calendar: Staying engaged means I'll be in touch throughout the year to make sure you stay on target
Why Unleashed Financial
In 2007 I started my career in financial planning working with retirees and boomers. I realized that the wealth these clients had accumulated was the culmination of years of good financial decisions and not just a high paying job or inheritance. They had several major characteristics in common: They lived within their means, set goals, and held themselves accountable.
Simple in concept, difficult in practice.
Basic financial literacy is not taught in school. It’s generally learned through trial and error. While some mistakes are easily overlooked, it may take years to recover from others. Additionally, most “financial planning” for young professionals hinged around salespeople selling commission based products. These salespeople may have good intentions but, if all they have is a hammer... everything looks like a nail.
Enter Unleashed Financial
Fiduciary level planning and investment management for young professionals and growing families. As a fee only advisor I am not beholden to any product sponsor. The only fee I receive is paid directly by the client, I work for you and only you. My goal is to provide for your best interests: all clients, all accounts, all the time.
Your Financial Advisor
Jason Preti CFP®
PresidentJason Preti, CFP® works primarily with young professionals and growing families to build goal-based financial plans and implement long term wealth building strategies. Through goal building and financial planning, you can take control of your finances and create a more secure future.