The Jaskol Group

We think that creating a good financial plan is a lot like preparing a delicious, nourishing meal. Our process takes into account the varied components of your financial scenario–from income to retirement savings, tax liability to estate planning–and creates a clear plan for arranging those components in an effort to support your financial goals. As your planning partners, we then adjust plans based on your and your family’s evolving needs and ambitions. With two experienced Cooks in the kitchen, you can feel confident that your specialized recipe to pursue financial success is both carefully composed and tended.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

At Price Financial Management, our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.