1. The full service financial planning and tax preparation firm.
City View Building
3330 Cumberland Blvd. Suite 500
Atlanta, Georgia 30339

2. Insurance & Risk Management
Investment Counseling
Estate Planning Asset Accumulation
Retirement Planning
Tax Planning & Forecasting

3. Experience Makes the Difference
Pragmatic Financial Strategies, Inc is managed by
professionals with strong ties to Atlanta. We
offer carefully researched, relevant advice to
meet your financial planning, investment
counseling, and tax preparation needs. Our
clients come to us from a wide range of
backgrounds and industries.

4. Our President
Jason B. Culp has over thirteen years of financial
planning, tax preparation, and counseling
experience. Jason has attained the highest of
certifications including the Certified Employee
Benefits Specialist designation, awarded by the
Wharton School of the University of
Pennsylvania.
Jason is a CERTIFIED FINANCIAL PLANNER™
practitioner. In addition, he has also earned the
“We are committed to Fellow, Life Management Institute designation
helping you reach your which has been the standard of excellence since
goals, no matter the 1932 in the field of insurance operations and
circumstance.” financial services.

5. Our Mission
Our mission is simple.
We want our clients to be engaged in all areas of
the financial planning process regardless of their
circumstance. We believe that we can change our
clients financial outlook by helping them to re-
identify cash resources that are already available
within their households or businesses.

6. What is Financial Planning?
Financial planning is the process of reaching your life
goals by taking a 360 degree approach to managing
your finances.
We apply a pragmatic approach to the process.
Pragmatic is defined as dealing with things sensibly and
realistically in a way that is based on practical rather
than theoretical considerations.

7. Our Approach
We offer a commonsense approach to your situation by first determining how
you are allocated among the key areas of financial planning.
Pragmatic Planning
Retirement
10% Insurance
25%
Estate
25%
Investments Tax
20% 20%
We analyze the areas that may be deficient for your success and provide you
with strategies that can help you to reach your goals.

8. Commitment To Professionalism
Our people are certified in a variety of professional fields.
This interdisciplinary foundation enables us to easily manage
tax and financial concerns related to your industry and
business type.
Our staff includes experienced CERTIFIED FINANCIAL
PLANNER™ professionals, Certified Employee Benefits
Specialists, and Tax professionals many of whom are
influential leaders in their respected communities.

9. As a CFP® professional, I’m here to serve consumers.
-As a CFP® professional, I received the personal satisfaction of obtaining
the certification so that I can help my clients fulfill their financial goals.
-My CFP® mark distinguishes me among my peers in the financial services
industry as it shows that I have voluntarily met rigorous requirements of
education, examination and experience and abide by CFP Board’s
Standards of Professional Conduct, which includes agreeing to a standard
of care that places my clients’ interests first.
-CFP Board enforces the professional standards for CFP® professionals
like me, and misconduct leads to action by CFP Board that can include a
letter of admonition, suspension or revocation of CFP® certification.

10. Our Partners
Our strategic alliances with quality institutions allows us to
provide you with options regarding our implementation
strategies and fee structure. We provide our clients with access
to some of the top companies in the following fields:
 Insurance (Life, Health, Disability, Homeowners)
 Estate Planning
 Tax Preparation
 Banking (Investment, Retail, & Commercial)
Advent
 Investment Management

11. General Account Types Specialty Accounts
Individual Keogh/401(k) / Money Purchase /
Joint Profit-Sharing / Pension Plan
Retirement Accounts Defined Benefit plans designed for the employees
Rollover IRA of a company.
Roth IRA Trust Account (Testamentary/No testamentary)
SEP IRA Trust Account (Non-Testamentary)
Simple IRA
Simple IRA Plan Business Accounts
Traditional IRA Association or Non-Profit Organization
Corporate
Custodial / Guardian Accounts Investment Club
Conservatorship Limited Liability Company (LLC)
Coverdell ESA Partnership / Limited Partnership
Custodial (UGMA/UTMA) Sole Proprietorship
Guardianship

12. Access to a wide range of investment
options for your financial planning needs.
MUTUAL FUNDS
EQUITIES & ETF’S •More than 14,500 mutual fund
•Listed and OTC choices
•Canadian •More than 3,000 no-transaction
•American Depository Receipts fee(NTF) funds
•Preferred Stocks
•All publicly traded ETF’s available FIXED INCOME
•Agency Bonds
•CDs
•Church Bonds
OPTIONS •Corporate Bonds
•Covered Call Writing •Municipals Bonds
•Purchase Calls and Puts •New Corporate Offerings
•Preferred Stocks
•Unit Investment Trusts
•U.S. Treasury Bonds
•U.S. Treasury Strips

13. Specialized Services
 No inactivity or maintenance fees
 FREE Checking
 Instant funding through Money Direct©
 Mutual fund systemic investing
 Transfer Reimbursement
 Equity, ETF, & mutual fund screeners & reports
 Stock alerts
 Real –time news and research
 Real – time account balances
 Electronic confirmations and statements
 Free mailed monthly statements

14. Supporting Our Communities

15. ARE YOU PLANNING?
YOU
SHOULD
BE.
www.pragmaticstrategies.org
Atlanta Office : (888) 606-6403
Marietta Office: (404) 580-6474