It is not typical for me to post reviews online but I had to make an exception after my third meeting with Jason. Typically when financial professionals talk about providing me with a comprehensive review my portfolio my eyes tend to roll into the back of my head after bout 10 minutes because of all the industry jargon they use and want to seem smart. Usually my past advisors, including Jim (whom I'm leaving, sorry), just "go over the numbers," talk to me about family as a good friend should and then I leave left feeling good about my relationship but not really about my retirement picture... I didn't realize that until now! Jason covered areas of my "total retirement picture" that no other advisor has covered in the 30+ years I've been building my retirement. For example, he has this checklist that I've never seen before and we just spent an hour of his time reviewing it and I will tell you, it makes perfect sense and will eventually save me and my family a lot of time and money in the long run! The time that I've spent with Jason has probably been the most valuable time I've spent with an advisor in decades! Give him a call, I'll guarantee you that you will be happy you did... He listens more than he speaks but when he does you'll feel worried immediately but relieved when he is done. Thanks Jason! read more