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Our Philosophy

Our Philosophy

We keep our philosophy simple—we do what we truly believe is right for you. We are honored to be your trusted advisor providing financial advice, and we value the opportunity to make a positive impact in your and your family’s life.

Washo Financial was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial independence.  Jason E. Washo, CFP®, CPA, PFS is the Principal and owner of the firm.  You can learn more about Jason and his staff by clicking here.


Trust

As your trusted investment fiduciary, we offer advice that is grounded in a desire to help you thrive now and throughout your retirement. We base our recommendations in the truth. If a decision is not in your best interest, we will tell you. You can rest assured that you and your financial wellbeing are our priority.


Education

We value financial education. In our interactions together, we take the time to carefully explain our recommendations and how they fit into your overall plan. We use the knowledge we’ve gained through our own experience—and through a careful study of financial history—to help clients avoid making costly mistakes. We break down complicated financial matters into pieces that make sense. As financial understanding improves, personal financial decisions improve as well.


Transparency

We maintain a transparent approach with all of our costs and fees. Because each financial plan is unique, the costs associated with each plan are different. When we work together, we disclose any costs or fees upfront so you know exactly what to expect.


Who is LPL Financial?

When Jason Washo decided to open an independent practice he was motivated to find a solution that would allow him to offer financial strategies while remaining objective. His search led him to LPL Financial. LPL Financial is one of the nation's leading financial services companies and a publicly traded company under the ticker symbol LPLA.  The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone.  LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.  Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs.  For more information about LPL Financial, visit www.lpl.com.

Our Commitment

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover our staff truly cares about helping you pursue your dreams. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to pursue their dreams.

Our Principles

Our company is based on the principle that education and understanding of one’s current financial situation is vital to successfully make prudent decisions concerning one’s future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (480) 223-1315.

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