Message from Jason

Dear Friend,

Deciding whether or not to retire and choosing who to help you with that task can be difficult at best. There are a lot of things to consider, such as "Do I have enough money to retire?" "Who has the knowledge and experience to be able to help me retire comfortably?" or "Who do I trust?" These are concerns of everyone getting ready to retire. My job is to address each and every concern and help relieve the stress of making these decisions.

It is my belief that of all the concerns people have about retiring, trust is the most important. I earn that trust by always telling my clients what they need to hear, not just what they want to hear. This has been the foundation of my business, to be straight forward and upfront about all things, good and bad.

Because I am self-employed and independent, I can go out and find the best opportunities for clients to create income, grow assets and protect their portfolios. Being self-employed means I have to make only my clients happy, not a particular company happy. Being self-employed means if I'm not working, I'm not getting paid.

I also limit the number of investment clients that I take on. I have learned that by taking on too many clients it is impossible to manage their assets well and give them the service they deserve. I want to give my clients the best service experience they have ever had in their lives of any service or product they have ever purchased. That is why I'm limiting my practice to individuals who realize they need help from an advisor and meet certain criteria.

Cold Harbor Financial is for individuals, families and small business owners who realize they need help from a financial advisor. If you are thinking about retiring, please call me and schedule a time for us to meet and talk about how I help retirees. This initial consultation is free and it may be one of the most important decisions you ever make. If you are looking for someone you and your family can trust and work with for the rest of your life, give me a call today.

Sincerely
Jason Blount

P.O. Box 848 • Mechanicsville, VA 23111 • 800.296.6588 • 804.559.7808 • info@coldharborfinancial.com

© copyright 2005 Cold Harbor Financial

Disclaimer:

Jason Blount is a registered representative and investment advisor representative of Mutual of Omaha Investor Services, a securities broker/dealer and registered investment advisor. Home Office: Mutual of Omaha Plaza, Omaha, NE 68175-1020. Member FINRA/SIPC. There is no contractual relationship between Cold Harbor Financial and Mutual of Omaha Investor Services, Inc. Jason Blount can only do business in states in which he is registered. The information presented on this website is not intended, and should not be construed as legal, tax or investment advice, or a legal opinion. Consult with your legal, tax or investment professional before taking any action based on this information. This information is not an offer to buy or sell any security.