Jason Baldus, CFP®, MS
About
I'm a CERTIFIED FINANCIAL PLANNERTM in O'Fallon, IL and my life's mission is to increase security and happiness in the lives of others. My partner and I have over 50 years of combined industry experience and offer a unique approach to wealth management and financial planning. I represent an independent Registered Investment Advisor (RIA) with assets under management approaching $1 Billion. I serve as a fiduciary to our clients, and always put their interest first.
https://www.linkedin.com/in/jason-baldus-cfp®-ms-3501818/
Highlights
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Frequently asked questions
What is your typical process for working with a new customer?
We start with a discovery conversation either over the phone or in person. Once I have a deep understanding of the prospect's situation, goals, and values, I perform
What education and/or training do you have that relates to your work?
CERTIFIED FINANCIAL PLANNER™
Do you have a standard pricing system for your services? If so, please share the details here.
I charge a wrap fee on the assets under management that is roughly 1% depending on the total amount of assets under our care.
What types of customers have you worked with?
From young families and individuals to high net worth individuals and privately held businesses...and everywhere in between.
What advice would you give a customer looking to hire a pro in your area of expertise?
Ask how they are compensated and if they earn commissions on products they recommend.
What questions should customers think through before talking to pros about their needs?
Do you like the person?
How were you introduced to this person?
How do they make money?
What are their credentials?
Are they a true "advisor/consultant" or are they "selling" a financial product?
What is important to you about an advisor? About a client/advisor relationship?
Do they represent a company that manufactures any proprietary products?