Jason Demland, CFP® Demland Wealth

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About Jason Demland, CFP®

I specialize in helping Christians with their money so they have more to give away.

We provide value in 3 key areas:

1. Tax planning that minimizes lifetime taxes and maximizes generosity through charitable giving strategies
2. Retirement planning including: medicare/healthcare and social security strategies, retirement investment accounts, income planning, 401(k) & 403(b), and more.
3. Full service fiduciary investment management

We are driven by the belief that financial comfort is rooted in our only comfort: belonging to our faithful savior Jesus Christ

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Recently Published

The Bright Side of Recessions

September 2, 2022

I’ve been called an optimist so I’m usually pretty good at finding bright spots in painful situations. Recessions are painful situations and I like to avoid pain as a general rule, but sometimes some extra pain can be a good thing! See, I’m doing the optimism thing right now. Recessions may be painful, but are […]

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Retiring in a Recession

July 13, 2022

Recession is a scary word. It may not be as scary as “depression”, but it’s still scary. In fact, the main reason economic downturns are called recessions nowadays is because the word depression carries some unwelcome connotations and the main reason the word “depressions” were used was to replace words like Panic! and Crisis!. There […]

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How To Take Advantage Of A Bear Market

June 17, 2022

We’ve entered the 26th bear market since 1928. All three major market indices are significantly lower than their highs, but just recently the S&P 500 (a major bell-weather for the U.S. stock market as a whole) has plunged more than 20% from its recent all-time high. Stock market drops this large aren’t uncommon and the […]

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Christian Business Owners
  • Christian Faith Based
  • Tax Planning

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $200+/mo
  • Flat Fee: $15000+/engagement
  • Assets Under Management: 1.50%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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