DTR FINANCIAL

DTR Financial is a wealth management firm that is focused on defining what wealth looks like for each individual client or family.  Jason believes that wealth should be measured by your ability to sustain your desired lifestyle, versus simply measuring the amount of money within your account.

Jason chooses to deal with his clients in a straightforward manner, with full disclosure and transparency of all fees, products, and solutions that he proposes.

Working closely with many different partners within the financial industry, Jason is able to put a plan in place that addresses what matters most to his clients, while using the very best solutions available.

Being a CERTIFIED FINANCIAL PLANNER® Professional,
Jason strives to understand what matters most to you within your financial plan.
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(403) 703-8184

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