- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Kirkland, WA 98034
Jason Preti is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
Jason D. Preti, a CERTIFIED FINANCIAL PLANNER™ professional, is founder and president of Unleashed Financial LLC, a Fee-Only financial planning and investment management firm located in Kirkland, WA. Unleashed Financial is a Registered Investment Advisory firm with the state of Washington and offers Fee-Only financial planning services, including comprehensive financial planning and custom portfolio management. As a Fee-only advisor, I have a fiduciary responsibility to act in the clients best interest. I do not accept any fees or compensation based on product sales.
I founded Unleashed Financial with the mission of helping families and individuals take control of their financial situations. I provide fee-only financial planning and investment management geared towards X and Y Generation clients with three primary objectives: Financial Planning, Financial Education, and Investment Management.
I created Unleashed Financial for the client that needs comprehensive planning and investment direction but doesn’t currently have enough assets for a “traditional” wealth management firm. Unleashed Financial does not require minimum investment, net worth or income levels. You need a plan for your current goals and long term wealth accumulation, I understand and help you meet your goals.
I work primarily with Gen X and Gen Y clients to build goal-based financial plans and implement long term wealth building strategies. Through financial planning and goal building, you can take control of your finances and create a more secure future.