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.
THREE THINGS ABOUT ME
I love spending time with my wife and four sons
I enjoy traveling to different beach destinations
I enjoy being a part of our local community and church
Series 6, 7, 63 & 65, Life, Heath and LTC License
Arizona State University (BS)
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