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Jason B. Cole, CFP®

Valic

13220 Metcalf Ave
Suite 360
Overland Park, KS 66213
Phone: (913) 402-5000
Fax: (913) 402-5007

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Buying a Home
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Getting Divorced
  • Mutual Funds
  • Insurance
  • Job Loss
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Starting a Family
  • Succession Planning
  • Sudden Wealth
  • Nontraditional Households
  • Personal Taxes

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.