Logo-Sun-only Logo-beveled-drop-shadow-500x

1630 E White Mountain Blvd Unit D-3 Pinetop, AZ 85935    (928) 358-4314    Office Hours: 8:00 am – 5:00 pm Monday - Friday

I n v e s t i n g   T o w a r d   Y o u r   V a l u e s

I n v e s t i n g   T o w a r d   Y o u r   V a l u e s

572x80white_logo-8-11-16

Be confident about your retirement.

572x80white_logo-8-11-16

Jason McCaleb

AAMS®, CFP®

Call Today

SmartVestor Pro

Contact Jason

(928) 358-4314

BC_badge-190-x-97

Investment Philosophy

 

Jason believes in active monitoring of portfolio performance by employing investment disciplines such as solid financial analysis, adhering to a strict valuation methodology, economic and demographic trends in accordance with the client’s income, growth, liquidity, tax risk or any other special needs the client may have.

 

Jason and his administration team strive to make sure that you are financially best positioned to reach your long term goals and values. Their belief is that quality investments with a sound history are the smartest way to endure the cycles of the market without sacrificing those goals.  

 

Careful financial planning and guidance helps clients persure their dreams of a college education, purchasing a home, planning for retirement or even pursuing a second career. They will help you develop a balanced portfolio that is just right for your financial situation.

 

They provide a level of service that goes far beyond the purchase or sale of an investment.  The high level of integrity and dedication exuded are attributable to their client’s success. They believe that to succeed is to exceed the client’s expectations.  

 

The client’s best interest always comes first.

 

Investing involves risk including possible lost of principal.

DSC_0070 << Return << Return