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This profile was last updated on 9/21/15  and contains information from public web pages.

Jason P. Flurry

Wrong Jason P. Flurry?


Local Address:  Woodstock , Georgia , United States
Legacy Partners Financial Group

Employment History

Board Memberships and Affiliations

  • Founder
    National Center For College Planning


  • Georgia State University
  • Kennesaw State University
111 Total References
Web References
Jason Flurry, president of ..., 21 Sept 2015 [cached]
Jason Flurry, president of Legacy Partners Financial Group, favors a portfolio with a well-balanced mix of stocks and bonds that focuses on value and profitability on the equity side, and safety on the bond side.
Jason Flurry
Jason Flurry, president of Legacy Partners Financial Group
Because of the uncertainty, Flurry suggests keeping bond maturities short and credit quality high.
Investors often associate bonds solely with income, but Flurry says that's the wrong approach. Bonds should serve as a safety measure in your portfolio, protecting against the volatility of equities, rather than just as a source of yield.
"Owning bonds basically allows you to own stocks without skewing your risk profiles," he says.
But the key to a steady, income-producing portfolio is in the equities you choose, says Flurry, who favors value-oriented companies with steady dividends. "Dividend-paying stocks and mutual funds of most profitable, well-managed companies will pay dividends during periods of market volatility," he says. "They can be a great source of income in all market environments."
The challenge is earning dependable income without risking the chance you'll have to tap principal, he adds. To avoid eroding principal, he recommends combining asset classes. Not only will you broaden the sources of income, but you'll lower the volatility in the overall portfolio with diversification. "I like the combination of low-risk bonds paired with value, versus growth-oriented, dividend-paying stocks, diversified by sectors in the market and among small, medium and large companies," he says.
Putting it all in the mix
Depending on the investor's personal risk profile, age and amount of assets, there are two possible approaches to designing an income-producing portfolio, Flurry says.
Flurry says investors will find possibilities for yield in the 2% to 3% range for the pure income approach and closer to 5% to 6% in the total return portfolio.
"Sometimes they don't see that they've ... [cached]
"Sometimes they don't see that they've gone too far with spending until much later … and then it is too late to do anything about it," said Jason Flurry, a certified financial planner at Legacy Partners Financial Group in Woodstock, Ga. "They think they will just 'cut back' later if needed, but that's a sad way to plan for your golden years."
Could this be the most heavily guarded secret in the world? | National Center For College Planning, 13 June 2013 [cached]
Jason Flurry, Certified Financial Planning practitioner and President and founder of The National Center For College Planning, is offering this recipe online, but for a limited time only. Just like Colonel Sanders did with fried chicken, Jason will share with you how you can find the perfect recipe that makes you irresistible to colleges all over the country so they'll line up and practically beg you to choose them instead of the other way around.
This class will be taught by ..., 21 May 2011 [cached]
This class will be taught by Jason Flurry, CFP®, President of The National Center For College Planning.
Calyx News [cached]
"You can have money or you can have stuff, but seldom do you have both early in life," says Jason Flurry, certified financial planner with Planmark Capital Management LLC, in Alpharetta, Ga.
Flurry isn't suggesting you decorate your home in plastic lawn furniture, forego cable TV and dine on macaroni and cheese every night.
Flurry says he has a hard time getting some of his older clients to spend their money.
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