Introducing Cook Wealth: An Integrated Approach to Financial Planning with Jason Deshayes (Ep.1)

In this podcast episode, Jason Deshayes, CPA/PFS, CFP®, CKA®, introduces his financial advisory firm, Cook Wealth, which integrates tax planning services, investment management, and financial planning, to help clients achieve their financial goals.
In this inaugural episode, Jason stresses the importance of tax planning in financial planning, the ideal client Cook Wealth serves, and how this podcast can help you take ownership of your financial assets, navigate your business sale or acquisition, and more.
Jason discusses:
→ What Cook Wealth offers
→ How Jason's past taught him that tx planning is a critical component of financial planning
→ The ideal client that can thrive at Cook Wealth
→ The firm's specialties
→ Jason's story and interests
At Cook Wealth, our expert team of financial advisors offer more than just financial planning, tax advising, and wealth management. We help you live life empowered.
We know you want to live a life that matters. One where you find success and get to enjoy it. One where you feel supported at every turn and equipped to make smart decisions. And one where you know your trusted advisor is always just one phone call away. We understand- that peace of mind is invaluable.
Every day we help clients just like you make the best decisions now, plan for tomorrow, and build a legacy that lasts for decades to come. Because life isn’t just about money, it’s about the special moments we savor along the way.
To demystify your money, simplify your financial plan, and start making progress towards your biggest goals, contact Cook Wealth today.
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→ Who is Cook Wealth? cookwealth.com/
→ Follow us on LinkedIn: / cook. .
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