1630 E White Mountain Blvd Unit D-3 Pinetop, AZ 85935 (928) 358-4314 Office Hours: 8:00 am – 5:00 pm Monday - Friday
Be confident about your retirement.
Taking control of your financial position starts with a financial advisor who can help you develop a plan that is tailored to address your individual needs. You should expect the advisor to create an easy to understand strategy for your long term investment plan that is designed to keep your financial future on course.
As a CERTIFIED FINANCIAL PLANNER professional, and an Accredited Asset Management Specialist practitioner, Jason McCaleb is held to a high code of ethics and professionalism. Having these credentials helps qualify him to prudently provide financial planning and management of his client’s assets.
His clients place the utmost trust and confidence in his ability to help them pursue their long term goals, manage and protect their assets, and help them work toward their financial merit. This trust is attributable to focusing clearly on the client’s needs, goals, time horizons, risk levels, experience and values. When the financial plan is implemented for the client, Jason and his administration team, follow through to fruition by communicating on a regular basis and adapting along the way as the clients situations and needs may change and vary...Read More...
Our clients understand that investment decisions are based more on fundamentals and less on emotions.