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Wrong Jason Flurry?

Mr. Jason P. Flurry

Founder and President


Direct Phone: (678) ***-**** ext. **       

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Background Information

Employment History


Legacy Partners Financial Group


Honorary Member
Alpharetta Rotary Club

Very Active Member
First Baptist Church


Georgia State University

Kennesaw State University

Web References (112 Total References)

Could this be the most heavily guarded secret in the world? | National Center For College Planning [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 ... [cached]

This class will be taught by Jason Flurry, CFP®, President of The National Center For College Planning.

Jason P. Flurry, ... [cached]

Jason P. Flurry, CFP

Jason Flurry is a CERTIFIED FINANCIAL PLANNER Licensee and President of Legacy Partners Financial Group in Woodstock, Georgia. He has helped over 1,000 families, business and organizations successfully accumulate, preserve and transfer wealth. You may have seen him quoted in the Wall Street Journal,, USA Today, Yahoo Finance, MSN Money, or various national and local publications. Jason specializes in helping successful people and financially-established organizations clarify and pursue their objectives in an efficient, disciplined manner while streamlining the process of obtaining peace of mind that comes with financial security.
Jason is also the founder of the National Center For College Planning, one of the country's leading authorities on how to successfully prepare for and choose the right college, successfully navigate the challenging financial aid delivery systems, and ultimately make the high cost of college affordable. His reputation for state-of-the-art advice and personal service has earned him recognition as one of the top planners in the area.
In addition to serving the needs of his clients, Jason places a high priority on serving his family and his community. He has held positions of leadership as Treasurer of the Greater North Fulton Education Force and the Roswell Optimist Club; and has served as an Ambassador for the Greater North Fulton Chamber of Commerce. He is also a long-standing, honorary member of the Alpharetta Rotary Club and a very active member of the First Baptist Church in Woodstock, GA.
Through the years, Jason has served as a consultant for a variety of Fortune 500 companies, state government groups, civic groups, and educational systems. His financial workshops regularly receive top reviews from attendees and he is a sought after expert in the areas of investments, financial planning, and college planning. Jason's hard work and unparalleled commitment to his faith, his family, his clients and the community demonstrates his matchless dedication to excellence.
Raised mostly in Atlanta, Jason is an accomplished musician and a former semi-pro pitcher for the Atlanta Crackers baseball team. He attended Kennesaw State University and Georgia State University on baseball scholarships and graduated Cum Laude before beginning his career in financial services in 1994. He and his beautiful wife Natalie live in Canton, GA with their 4 sons.

Look at all the pieces," says ... [cached]

Look at all the pieces," says Jason Flurry, president of Legacy Partners Financial Group.

For the after-tax account, Flurry likes 30 percent equity spread among large-, medium- and small-cap stocks, plus U.S. and international stocks. "We lean more toward value companies with good dividends," he says.
The remaining 70 percent should contain stable, high-quality bonds and other fixed-income assets, especially those that can offer guarantees on your principal and income. He would stay away from long-term bonds and instead tilt toward short-term, with durations of one to three years and ultrashort-term, with durations of less than a year. He also suggests avoiding high-yield bonds, which have a similar risk level to equities.
Another possibility for the fixed-income part of the portfolio is a bond alternative strategy, like a merger fund, which owns stocks of companies undergoing mergers and acquisitions. These funds generally provide additional diversification and low volatility compared with the market. "They act like a bond but with a higher rate of return," Flurry says.
Lessen exposure to stocks
The pretax account that you won't dip into for a number of years can contain a 50-50 mix of equity and fixed-income-type investments. Although the fixed-income assets won't provide a lot of growth, they can help stabilize the portfolio from market fluctuations and offer safety to your nest egg. "This part of your portfolio is more for income tomorrow," Flurry says.
Managing investments in early retirement is not difficult when you realize that you're now shifting from being performance-driven to safety-conscious, says Flurry. The goal now is to maintain and realize reasonable growth, rather than reach for new investment highs. "Don't get caught up in returns," he says.

ODYSSEY [cached]

This is important because: “Most people run through an inheritance in two years or less,� says Jason Flurry, the president of Legacy Partners Financial Group. In his experience, the first mistake people make is they “blow the money on stuff for themselves�.

Flurry says, “The temptation is to feel like you have to do something, but you really don’t.

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