DO YOU NEED A FINANCIAL CONSULTANT?

I'm often asked, "Who needs a financial consultant?"

And I always say, "EVERYONE!"

But seriously, I know you're wondering if you really need a financial consultant right now. So here are three life events that should spark a visit to someone like me.

  1. You're 5-10 years out from retirement.
  2. You're already retired, but you're worried that your money will run out.
  3. You're about to experience a windfall from selling a home or business, through an inheritance or life insurance.

I can help you navigate these events and create a retirement plan that will address your specific concerns and help you to feel confident again. Choose how you'd like to meet below to get started!

MEET JASON TO GET STARTED

REQUEST A CONSULTATION - I offer a complimentary consultation, so we can meet each other face to face get to know each other. We'll discuss your hopes and dreams for retirement, then start creating a plan to get you on the path to pursuing them. Click here to request a consultation.

ATTEND A SEMINAR - I hold monthly Social Security and Retirement Planning Seminars. These are no obligation educational presentations where we cover how to maximize your Social Security benefits and cover your options for protecting your hard-earned savings while receiving dependable income in retirement.

SAVE YOUR SEAT AT AN UPCOMING SEMINAR

VIRTUAL SEMINARS

Please call 443-837-2532 or complete the form below to reserve your seat.

These seminars are one hour and do not require any software download or passwords to attend, just register using the link below the date you're interested in and we'll send you a confirmation email.

Virtual Seminar Icon 300x300
Virtual Seminar Icon 300x300

TH, Sept 10
11am-12pm

Call 443-837-2532 to RSVP
We will send you a confirmation email with login instructions once your RSVP is confirmed.

W, Sept 16
1-2pm

Call 443-837-2532 to RSVP
We will send you a confirmation email with login instructions once your RSVP is confirmed.

IN-PERSON DINNER SEMINARS

Yellowfin in Edgewater
Please call 443-837-2532 or complete the form below to reserve your seat.

Each household will be seated at their own table, 6 feet from other tables. All staff wear masks and follow strict hygiene protocols.
Kitchen staff wear gloves as well. Masks will be available for guests.

Yellowfin restaurant logo

W, Aug 26
6:30-8:30pm

Yellowfin Steak & Fish House
Seating is very limited.

Each household will be seated at their own table, 6 feet from other tables. All staff wear masks and follow strict hygiene protocols. Kitchen staff wear gloves as well. Masks will be available for guests.

Yellowfin restaurant logo

TH, Aug 27
6:30-8:30pm

Yellowfin Steak & Fish House
Seating is very limited.

Each household will be seated at their own table, 6 feet from other tables. All staff wear masks and follow strict hygiene protocols. Kitchen staff wear gloves as well. Masks will be available for guests.

Cafe Mezzanotte logo

T, Sept 29
6:30-8:30pm

Cafe Mezzanotte
Seating is very limited.

Each household will be seated at their own table, 6 feet from other tables. All staff wear masks and follow strict hygiene protocols. Kitchen staff wear gloves as well. Masks will be available for guests.

Cafe Mezzanotte logo

W, Sept 30
6:30-8:30pm

Cafe Mezzanotte
Seating is very limited.

Each household will be seated at their own table, 6 feet from other tables. All staff wear masks and follow strict hygiene protocols. Kitchen staff wear gloves as well. Masks will be available for guests.

Please call 443-837-2532 or complete the form below to reserve your seat.

We will confirm your reservation within one business day.

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