FL 215 - Health & Life (including Annuities & Variable Contracts)
YEARS OF EXPERIENCE
Since 2009, Jason has been helping individuals, families and business owners change financial uncertainty to a better understanding of their investment holdings and overall financial strategies. His career in the financial services industry began in 1994, and he quickly progressed into a regional manager position for a property and casualty insurance company. While he gained the trust of many business owners and was often requested to work with year after year, he felt like he wasn’t having a significant impact on society.
Wanting to help people directly, and seeing a large need for financial education in our society, he began his current mission to educate and empower individuals so that they can eliminate unnecessary financial stress and focus on achieving their dreams and goals. He has seen how people’s lives can be affected when lacking knowledge about their finances, and he works to strengthen the financial literacy of retirees and pre-retirees, simplifying complex issues as much as possible. Jason does this not just for clients, but the general public as well through frequent speaking engagements. He holds a Series 65 securities registration, which means he has a fiduciary obligation to always act in his clients’ best interests. Being both a licensed insurance agent and an investment advisor representative allows Jason to have an unbiased opinion on a variety of retirement-enhancing investment and insurance vehicles.
Jason and his wife, Refika, have two children, and together they enjoy spending time at the beach and local parks. A music lover, he also enjoys attending live concerts of all types, as well as singing karaoke. Jason also enjoys attending professional sporting events, and he has been a Tampa Bay Buccaneers season ticket holder for 22 years.
Retirement Income Specialist
Investment Strategies & Wealth Preservation
Providing Personalized Financial Guidance in Sarasota
Located just off I-75 in Sarasota, our financial professionals are ready to turn your financial goals into practical guidance. We take a client-first approach to our financial services, including retirement, estate planning and investment allocation strategies.
6151 Lake Osprey Drive | Sarasota, FL 34240