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Professionals and Entrepreneur Small Business Owners

Many of the professionals we serve are brilliant experts within their own fields.  They are smart, motivated and know the value of delegating important aspects of their financial planning to our experienced professionals.  From educating plan sponsors regarding potential plan design options for business retirement plans such as 401k's or Defined Benefit plans on up to funding buy sell agreements, Jason can help work towards your goals and identifying opportunities others may overlook.  Put his comprehensive set of skills to work for your professional practice or small business.