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In today’s world, there are many challenges facing families of all types: balancing current expenses, saving for college, caregiving, and ensuring a dignified retirement will be waiting. As a financial advisor, Jason works alongside his clients to ensure that they have a clear idea of their goals, how to effectively save, and smartly invest. Working together on a regular basis, we update plans and analyze methods to reach those goals. From holistic, fee-based financial planning to customized investment solutions, each client’s individual situation is analyzed to find the ideal ratio of risk against potential reward. Jason has a clear affinity toward educating clients about their options so they can make a truly informed decision.
A 15 year veteran of the tech industry, Jason joined McKay Retirement Consultants to bring his technology skills and personal wealth management knowledge to support the team. Jason maintains his Chartered Retirement Planning Counselor® designation and has completed further training in the areas of Social Security claiming strategies, planning for the Special Needs community, and he has experience dealing with various types of trusts. As an independent Investment Advisor Representative with Cetera Advisor Networks LLC, Jason has the investment freedom to select the most suitable investment vehicles for his clients by putting their best interest first.