Cold Harbor Financial

Discover the Advantage of Tax-Efficient Investing Today

Join Our Exclusive Webinar to Learn About the Possibilities of a State and Federally Tax-Exempt Income Stream.

Are you ready to explore options for un-taxed growth in your portfolio? 

Join us for our presentation on tax-free investments that could help grow your wealth or create an additional income stream.

Taxes can significantly reduce your earnings and limit investment growth, but there are some investments where federal and possibly state taxes are partially or FULLY waived. Our webinar will offer a profound solution to tax-advantaged investing that you could easily access.

Join us as we explore the benefits of tax-advantaged investing, with a focus on Municipal Bonds. Financial Advisor, Jason Blount, will share his decades of experience and expertise to help you make informed investment decisions.

During this information-packed webinar, you’ll learn about the tax advantages of investing in Municipal Bonds, including how they can help you reduce your taxable income and increase your after-tax returns. 

By attending this webinar, you’ll discover how to:

Tax-Free Investing, municipal bonds, financial advisor, virginia

Watch Our Exclusive Webinar

 

Jason Blount,Financial Advisor

Jason Blount

Financial Advisor
President, CHF
jason.blount@raymondjames.com

Meet Jason Blount, a seasoned financial advisor with over three decades of experience and a steadfast commitment to helping clients navigate the complexities of personal finances and investing. Since earning his degree from Longwood University’s School of Business, Jason has been dedicated to empowering individuals in managing their investments and making informed decisions about their finances. Jason’s extensive experience has been honed through years of assisting a diverse clientele, from retirees seeking secure futures to business owners navigating complex financial landscapes.

His commitment to knowledge and excellence is demonstrated by his array of professional examinations, including the SIE, Series 6, Series 7, Series 9, Series 63, and Series 65, attesting to his expertise in a wide range of financial products and services, enabling him to offer holistic and well-informed advice to his clients.

With every client, Jason aims to be a trusted partner committed to their financial success.

Neither Raymond James Financial Services nor any Raymond James Financial Advisor renders advice on tax or legal issues, these matters should be discussed with the appropriate professional.

Investments in municipal securities may not be appropriate for all investors, particularly those who do not stand to benefit from the tax status of the investment. Municipal bond interest is not subject to federal income tax but may be subject to AMT, state or local taxes. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation

Jason.Blount@RaymondJames.com      |      800.296.6588

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