Jason Fial
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All 50 States
In my 17 years in the financial services industry, I really prefer working with women as my scope of work really focuses on planning(retirement planning, tax planning, estate(wills/trust) planning, asset protection planning, social security planning, debt management/budget planning etc). Most women I have worked with really value the planning aspect of our services which is critical when building out a financial plan.
Jason’s primary focus is working with families with all of their financial planning needs. This can range from retirement planning, debt planning, tax planning, estate planning, asset protection planning, post divorce planning and more. “I feel strongly that most families have a need to have the proper planning in one or more of these areas,” says Fial.
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Purse Strings is not a client of this financial professional or the financial professional’s Registered Investment Advisor firm. Purse Strings receives compensation from this financial professional for referring and introducing advisory clients to them. Compensation provides Purse Strings with an incentive to recommend this financial professional resulting in a material conflict of interest. Click here for additional information.
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