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Millenial Couples Financial Session

Why Me?

My experience as a stock trader, fixed income analyst, investment advisor
and 401k advisor allows for him to provide insightful knowledge to the Gen Y generation.


Millennial Couples Financial Session

This break out session is designed for the couples that are just starting out or are still within there 20s or 30s and would like to begin their financial journey on the right foot. Through these multiple sessions we discuss budgeting, investing, financial planning, etc. We help couples ask the right questions and tackle the difficulty of working together financially.


 

The Sessions

  • •    Session 1: Creating a healthy financial foundation. The three steps process; Plan, Organize and Structure
  • •    Session 2: Communication / Debt & Savings / Living within your means / Accountability
  • •    Session 3: Asking the tough questions / Guest Speaker / Investing
  • •    Session 4: Investing / Couples exercise

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Our Process

Research

Based on a series of suitability questions and other factors of the decision making process, we take each clients unique situation in consideration upon determining the most appropriate investment product for their account(s). We have a detailed process when it comes to researching the products or companies we choose to follow. We take a quantitative approach and direct our research towards the fundamentals of the investment selection process.

Develop

Once we have collected all of the necessary information from our clients, in order to help our advisors understand each client’s unique situation, we apply this knowledge to the development of our clients portfolio. We factor things such as, risk tolerance, expected retirement age, college savings and things alike. This is the building phase of what we feel are the best options for investing our client’s assets.

Deliver

Based on all information gathered from our client’s, we deliver an investment recommendation based on the products we have researched and feel are the most adequate for our clients portfolio. Upon agreement, the recommended portfolio is applied.

Disclosure:

Jamar Jones is a registered representative with the following registrations [Series 7 & Series 66 License] and can transact business with clients in Texas. Jamar Jones is also an investment adviser agent licensed in Texas. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services over the Internet.

Securities offered through HD Vest Investment Services, Member SIPC, Advisory Services offered through HD Vest Advisory Services, 633 North State Highway 161, 4th Floor, Irving, Texas 75038.

Kinwest Capital Advisors is not a registered broker/dealer or independent investment advisory firm.

Content may have been created by a Third Party and was not written or created by a HD Vest affiliated advisor and does not represent the views and opinions of H.D. Vest Financial Services or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. HD Vest is not responsible for and does not control, adopt, or endorse any content contained on any third party website.

The HD Vest affiliated companies exclusively provide financial products and services, and do not provide or supervise tax or accounting services. Advisors may provide tax, accounting or other services through their independent outside business, but these services are separate and apart from HD Vest.

Check the background of this investment professional on FINRA’s BrokerCheck.