Jason tried his hand with one of the big financial companies and while working with the 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 are better ways out there and giving someone options to help them accomplish their goals is the most satisfying part of what he does.

Being independent truly gives Jason and his agents access to the best products on the market to help people realize they can dream of a better life, especially in retirement.

Helping change lives and being able to bring joy and hope back into people’s lives is the most rewarding thing we have ever done. (see testimonials)

Sitting down with people and taking all of 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. 

He has met so many amazing people in this business and some have become such good friends. Jason enjoys sitting down with them regularly, at least annually and getting updates on their lives and working with them to accomplish their next goals in life.

“Helping You Create The Retirement Of Your Dreams!”

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

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How to best transform overexposed assets into protected income streams that’re guaranteed for life.

How to get up to 77% more income out of your Social Security benefits.

The #1 risk in retirement that can decimate your savings (and how you can eliminate it altogether).

The RIGHT way to manage distributions so you avoid paying excessive income taxes.

 We are dedicated to providing you with real service, clear numbers, and thorough advice to help you make the right choice for your retirement.

“Now I’ll have more time for what’s important to me, especially being a grandma to our precious little granddaughter (and others when they come along!).”

"Life is changing all the time and it is so good to know that I have someone I can trust to help me face the future with confidence.”

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Discover the 5 Keys to Securing More Protected Income So You Can Retire with Confidence

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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