LEARN MORE ABOUT OUR STORY
About RetirmentOfYourDreams.com
MEET THE FOUNDER
Jason Bergquist
Jason Bergquist has worked in the financial services since the year 2000. Building a business, teaching and educating families are his passion.
Jason tried his hand working for one of the big financial companies, Merrill Lynch.
But while working with Merrill Lynch, he realized he missed the lifestyle of going out and meeting with families one on one.
And helping those that really need the help.
Showing people that there’re better ways out there and giving options to help them accomplish their goals is the most satisfying part of what he does.
Being independent truly gives Jason access to the best products on the market to help people realize their dream of a better life, especially in retirement.
Jason explains, “Helping change lives and being able to bring joy and hope back into people’s lives is the most rewarding thing I’ve ever done.”
“Sitting down with people and taking all their puzzle pieces and putting them together to create a beautiful masterpiece and showing them, it is possible, and they can dream again, is such an amazing
feeling.”
THE STORY ABOUT RETIREMENTOFYOURDREAMS.COM™
Jason Bergquist got into this business to help people live the Retirement of Their Dreams!
To educate people about how to set up their Retirement!
And give people financial options and bring hope back into their lives. There’re so many instances that we all see in our daily lives where we say things like:
You only know what you know or ...
... If I would have learned this 10/20/30 years ago or ...
... If my parents would have taught me this ...
... I will just look it up on Google.
And so, on it goes, wishing “if we only knew”
Jason has seen too many scenarios in his life where Individuals in their prime retirement years, that should be able to go travel, visit the places they want, spend time with family…
…but were never able to…
…while they were working…
…because they didn’t have the time!
It’s heart breaking to see them HAVE to return to the workforce because they have Outlived their Money.
Jason’s seen too many stories where life insurance was not set up correctly, or at all, and it has devastated families.
He’s seen too many situations like this and many others that could have been avoided if people had just been taught simple principles.
Jason has organized these simple principles into just 9 steps he’s coined the ‘Retirement Of Your Dreams Blueprint!’
When his clients implement the ‘Retirement Of Your Dreams Blueprint’ properly, its life changing.
The joy that they feel, the peace that they have. Knowing they’re set up to live in retirement the way they’ve always wanted, is why Jason does what he does.
It makes it all worth it.
Jason often refers to what he does as:
“I take all these crazy financial pieces and put it all together, into one beautiful picture, hung on the wall.”
“Then enjoyed for the rest of your life.”
“And generations to come!”
Address:
10808 S. River Front Parkway #3114
South Jordan, UT 84095
Phone:
214-277-1890
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Disclosure: This information is provided for general information and educational purposes based upon publicly available information from sources believed to be reliable. The real life case scenarios presented should not be deemed a representation of past or guarantee future results. To the extent that this information concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstance.
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