TSP accounts

Are you ready to retire?

I have met with thousands of people preparing for retirement over the years, and most have been nervous (some were almost nauseous) when they asked the the all-important question,

"Will I have enough money to retire?!"

My job as a financial advisor is to understand your retirement goals, compile a report of all of you assets, and then devise a plan to help you pursue those goals. Fear-filled thoughts and sweaty palms are NOT what you want to be feeling when you walk into your retirement party, so we focus on creating a path to follow that will allow you to waltz into retirement celebrating!

Here's how we can help you plan for retirement:

Personalized Retirement Plan

To create a successful retirement income plan, I come to understand your goals and what a successful retirement means to you. Then we lay the groundwork and evaluate life's big financial decisions while pursuing those goals.

Maximize Social Security Benefits

The three most common sources of retirement income are Social Security, employee pensions, and personal savings. As a National Social Security Advisor (NSSA), I help you choose the best way to claim Social Security to maximize your benefits. 

Managed Portfolios

A managed portfolio can save you time and money when you are ready to invest for the long-term. When you work with us, we form a relationship where we understand your goals and risk tolerance, so I can make the best choices for you.

Holistic Retirement Planning

Our motto is to help you retire with more than just money, because we understand that money isn't the only thing that determines a happy retirement. We want to help guide you in all areas of retirement planning.

Learn How to Plan for Retirement in 2020

Join Jason for a webinar or dinner seminar to learn how to plan for retirement during a global pandemic. You will learn...

  • How do current events affect your retirement.
  • How to plan for stability, income, and potential growth by following the Red Money, Green Money framework (see the video for a sneak peek!)
  • Learn how to choose the best way to claim your Social Security to maximize your benefits

Learn More by Reading Our Helpful Articles

We regularly post helpful information as well as the monthly article Jason writes for the Severna Park Voice newspaper.

July 9, 2020

...

July 8, 2019

...

March 6, 2019

...

About Me.

I am an independent financial advisor with my FINRA Series 6, 63, 65, and 7 registrations along with state insurance licenses. I am also a National Social Security Advisor, certified by the National Social Security Association. I received my Bachelor’s in Accounting and Health Administration from the University of South Dakota.

I am a managing partner at Premier Planning Group in Annapolis and serve clients who live in Annapolis, Severna Park, Arnold, Pasadena, Glen Burnie, Odenton, Gambrills, Crofton, Davidsonville, Edgewater, Kent Island, and more. You can learn more about me here.

FREE Download: Social Security Flowchart

To help you learn how YOU can claim Social Security to maximize your benefits, Jason has created a flowchart to help guide you through the important questions you need to answer before deciding when and how you’ll claim your Social Security benefits.

  • Confused if you should claim your own benefits, spousal benefits, or survivor benefits in order to receive the most money?
  • Are you approaching retirement and having a hard time deciding when you should claim Social Security?
  • Curious how much Social Security will add to your monthly retirement income?