Secure Your Future with Unleashed Financial LLC
Your Path to Financial Freedom Starts Here
Are you part of Generation X and feeling the pressure of retirement planning? You’re not alone. At Unleashed Financial, we specialize in helping Gen Xers like you balance the complex world of financial planning and investment management.
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Top 5 Retirement Mistakes Gen X Should Avoid
Jason Preti, CFP®
Jason Preti, CFP®, founded Unleashed Financial in Kirkland, Washington. He is a dedicated and experienced financial professional committed to helping individuals and families achieve their financial goals throughout Kirkland, Seattle, Bellevue, and the surrounding areas. With a passion for financial planning and a successful track record, Jason is your trusted partner in securing your financial future.
Gen X Needs Specialized Retirement Planning
Our tailored strategies address these challenges head-on, preparing you for a comfortable retirement.
Financial Services for Gen X Futures
At Unleashed Financial LLC, we provide specialized services to help Gen Xers reach their financial freedom and secure a confident future.
Holistic Wealth Management Services
Streamlined wealth management for asset growth and personalized goals. Integrating your retirement plans, health insurance, and stock options into your broader financial strategy.
Targeted Retirement Strategies
Secure your future today with tailored retirement planning. Maximize savings potential, minimize tax liabilities, and align your financial goals to ensure a comfortable, worry-free retirement.
Personalized Investment Management
Work with a dedicated advisor to develop investment strategies that align with your goals. Maximize returns, minimize risk, and achieve your financial aspirations with confidence.
What can we do for you?
We specialize in Gen X retirement planning, investment management, and holistic wealth strategies. Our mission is to offer tailored advice that aligns with your unique financial journey.
How can you begin?
Starting with Unleashed Financial is simple. Reach out to schedule your initial consultation, where we’ll explore your financial goals and lay the foundation for a personalized plan.
What’s your investment approach?
Our strategy focuses on long-term growth through diversification and disciplined investing, aiming to secure and expand your wealth while managing risks effectively.