Jason Cowans, CFP®,ChFC

Current

• Principal at Highland Advisory Group
• CERTIFIED FINANCIAL PLANNER™ professional at Highland Advisory Group

Recommended

8 people have recommended Jason

Connections

73 connections

Industry

Financial Services

Websites

• My Website

Jason Cowans, CFP®,ChFC’s Summary

I began my career as a Financial Planner in 2000, prior to that I was a high school math teacher and coach. To this day I still view myself as an educator, except now the subject is my client’s financial well being.

My philospohy is that the profession of being a Financial Planner is very similar to that of a doctor; both require everyone to get a regular checkup. If you detect a minor problem early enough the treatment is usually quite simple. However, if you prolong checkups or procrastinate on a nagging problem, the diagnosis can sometimes be devastating."

My goal is to form long-term relationships, built on unbiased advice, were clients and my community view me as a trusted resource for all of their financial concerns.

Jason Cowans, CFP®,ChFC’s Specialties:

Comprehensive Financial Planning
Special Needs Planning
Qualified Plan Implementation
Business Exit Planning

Additional Information

Jason Cowans, CFP®,ChFC’s Websites:

• My Website