LEARN MORE ABOUT

After more than 25 years in financial services, Jason Bergquist helps families turn the assets they have built into dependable income throughout retirement.

Jason lives in Riverton, UT with his wife Stacey, their 6 kids, and 5 grandkids.

After more than 25 years in financial services — including a stint at Merrill Lynch where I quickly realized that the traditional accumulation-focused model wasn't built for the people I wanted to serve — I chose a different path. I went independent. And I've never looked back.

Being independent gives me access to a wide range of products, strategies, and solutions from multiple carriers, allowing me to focus on one thing: helping my clients make the best decisions for their unique situation. As a Certified Financial Fiduciary, I am legally and ethically required to act in my clients' best interest. Always.

Here's what I've learned after 25+ years and hundreds of families: retirement isn't about hitting a magic number. It's about turning the assets you've worked your whole life to build into a guaranteed paycheck for life — one that covers your needs, funds your dreams, and provides confidence no matter how long you live.

I sit down with you, gather every piece — your 401(k), IRA, pension, Social Security, life insurance, expenses, goals, and dreams — and build a Retirement of Your Dreams Blueprint™ that is uniquely yours. A plan designed to help reduce unnecessary risk, improve tax efficiency, prepare for life's uncertainties, and create dependable income throughout retirement.

What I Specialize In

• Guaranteed Income for Life strategies
• Tax-free and tax-advantaged retirement income planning, including strategies designed to help clients retire in a 0% tax bracket
• Low-risk, income-producing solutions for the retirement phase
• Long-Term Care and Life Insurance protection planning
• Social Security maximization
• Retirement Red Zone protection (the critical 5 years before and after retirement)

I've published nearly 100 financial education videos, trained hundreds of financial professionals, conducted scores of educational workshops, and helped thousands of people through our content.

Changing lives, bringing hope back, and showing people they can dream again — that is the most rewarding thing I have ever done.