Every piece of advice we give is carefully researched, so that you can feel confident in knowing that your finances are in good hands. We educate our clients so they fully understand the implications of each financial decision. Since we're an independent financial advisor, we're not under any obligation to sell certain funds or products. Instead, we have access to mutual funds, stocks, bonds, certificates of deposits, money market accounts, Section 529 college savings plans, fifty private money management firms, and thousands of insurance products on the market.
We analyze all the options to come up with an approach that fits your goals and needs, and help you effectively and efficiently save for retirement, pay fewer taxes, and transfer your wealth.
Our Team
Jason is the Financial Advisor and team lead. The majority of his time is spent meeting with clients. This can be face to face, via phone call, or utilizing internet based resources depending on your preference. Jason works with his clients to create a predictable path to and through retirement. This path includes; comprehensive retirement planning, investment management, risk identification and mitigation, estate planning in conjunction with your attorney and tax analysis in tandem with your CPA. Jason has received his Series 7, Series 24, Series 63, Series 65 and Group I Insurance License. He has been working in the industry since January 2000. Jason grew up in west Texas and is a graduate of Texas State University. He resides in McKinney, Texas with his wife Melissa and their three children.
Hayden is a Financial Advisor at SageSpring and is part of the Jason Poe Wealth Team. Before joining SageSpring, Hayden began his professional career working in corporate finance but decided to pursue an opportunity with SageSpring because of the strong culture and the impact he can have on client's lives. Hayden grew up in McKinney, TX, and is a graduate of the University of Alabama. There, he earned undergraduate degrees in Finance and Economics, as well as an M.S. in Data Analytics. Outside of the office, he enjoys spending time with family and friends, participating in outdoor activities, and cheering on the University of Alabama sports teams.
TX
19
Non-Profit Organizations, Individual Investors, Businesses
Risk Management, Money Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Wealth Management
Bonds, Options & Futures, Mutual Funds, Stocks, Alternative Investments, Exchange Traded Funds (ETFs), Commodities, Insurance, Annuities
Phone, Email, Your Office, Our Office, Video Conference
Fee-Only
$500K+
Based on Assets
Yes
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
