I have a passion for helping people make critical decisions throughout their financial journey. My focus is to assist families with preparing to receive maximum INCOME in their retirement years. The strategies I implement have shown to increase my clients spendable retirement income up to 30-50%.
Working with business owners to set up 401Ks, and employee benefit plans my team provides comprehensive oversight of liabilities, compliance needs and updated regulations. As the primary financial professional to the businesses I spend time meeting individually with the employees to assist them in creating a strategic path for their retirement income.
My philosophy for doing business is to operate first from the client’s point of view. I ask myself questions, such as: What is likely to be most beneficial for them? How will these strategies impact their overall financial picture? By asking these questions I create a standard that aligns with the highest moral, ethical and operational standards.By doing so I attract and maintain the best types of customers.
Insurance Licensed in:California, Utah, and Idaho Ca License #0I12763
Registered representative of and securities offered through OneAmerica Securities, Inc., Member FINRA, SIPC, a Registered Investment Advisor. Insurance Representative of American United Life Insurance Company® (AUL) and other insurance companies. Jason is not an affiliate of OneAmerica Securities or AUL and is not a broker dealer or a Registered Investment Advisor. This communication is not a recommendation or endorsement of any product, service, security or issuer. Third party posts do not reflect the views of Jason Purvis and have not been reviewed for completeness and accuracy. All further communications from this representative must be sent from and received by jason.purvis@OASecurities.com
For additional information, please refer to one of the following consumer websites: www.FINRA.org, www.SIPC.org.