Tax preparation and planning coordinated with the decisions in your financial plan.
Braedon Porter is a CPA and co-founder of Jalada, a tax and accounting firm built to work alongside independent financial advisors.
Jalada handles the tax operation behind the scenes, including return preparation, planning reports, secure document exchange, and the workflows that keep tax decisions connected to the financial plan.
For Factor clients, that means tax work does not sit in a separate silo. Factor stays at the center of the relationship while Braedon and the Jalada team coordinate the details needed for the plan.
The goal is simple: clearer decisions, fewer handoffs, and a tax process that supports the retirement strategy instead of competing with it.
Jalada is an independent tax service provider and is not an employee of Factor Financial. Tax services are separate from investment advisory services.
Let’s have a quick chat about your retirement plan.
A relaxed, no-pressure conversation to see where you stand and whether working together makes sense.
