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This profile was last updated on 8/1/14  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
107 Total References
Web References
Younger inheritors are especially ..., 1 Aug 2014 [cached]
Younger inheritors are especially susceptible to lack of understanding about how much money is a lot, versus how much is enough to live modestly, says Jason Flurry, president of Legacy Partners Financial Group in Woodstock, Ga. "They don't have a concept of how far the money can go," he adds, often leading to expensive purchases such as boats or homes that require ongoing maintenance and tax payments that can erode an inheritance fast.
The key is to maintain a separation from the buzz around celebrities and think strategically about your own goals and lifestyle, says Flurry. One size doesn't fit all when it comes to financial planning. "Inheritors need to sit down with someone who doesn't have an agenda or a product to sell, who can help them identify their goals and develop a plan," he adds.
"There's no straight-up answer, but you have to be honest" when someone approaches you for a loan, says Flurry. Leave emotions out of it and remember to take care of yourself first, he adds. This is where a plan can really save your neck. To avoid making a loan, you can explain that the money is earmarked for other expenses, specific charities, or that it's locked up in trusts. But if you do decide to lend money, he adds, make sure each party is clear on the terms and have them in writing.
Not getting caught up in the ..., 26 May 2014 [cached]
Not getting caught up in the competition to keep up with the Joneses is critical to building wealth, says Jason Flurry, Certified Financial Planner with Legacy Partners Financial Group in Woodstock, Georgia. It's about establishing a standard of living that brings happiness but doesn't make you feel that you have to go bigger the next year, he adds.
The Seattle Times: Real Estate: Longer mortgages leave borrowers chipping away for 50 years, 27 May 2006 [cached]
"If you run the amortization out, it basically is an interest-only loan, in all practical terms," said Jason Flurry, a certified financial planner and president of Legacy Partners Financial Group in Woodstock, Ga. "If a person is considering something like that, they're probably trying to squeeze into too much house to begin with."
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.
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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