Not affiliated with The United States Office of Personnel Management or any government agency

Not affiliated with The United States Office of Personnel Management or any government agency

Jason Anderson

Independent Licensed Agent

Prosper, Texas
3.30
Gold

More About Jason Anderson

For over 13 years, Jason Anderson has served as a Personal Financial Advisor, Estate and Retirement Planner, helping to educate individuals from all walks of life and income levels on wise money investment and planning for a comfortable lifestyle and retirement. Over time, Jason Anderson has become the 'Go-To' leading authority on personal financial advising, financial planning, and analysis, as well as retirement planning and financial planning for SMALL BUSINESS OWNERS. He also provides HIGHLY Popular financial education seminars for groups. These financial seminars empower people to more effectively budget, plan, manage their money, and achieve their personal financial goals. As a result of the excellent results, praise, and feedback that their financial seminars have received, the City of Los Angeles, The AFL-CIO union groups, as well as several other organizations, have decided to partner with Jason to more effectively accomplish their mission. He was also honored to be showcased in the November 2014 issue of Forbes Magazine "Americas Financial Leaders" and has been dubbed by the media as 'The Financial Educator.' Jason is passionate about the work he does because it brings him joy to help his financial planning and advising clients reach their financial goals. He finds excitement in assisting families in saving and paying for their children's college education without stress, thanks to the financial plans he designs for them. He also takes pride in witnessing clients reach retirement and enjoy it precisely the way they desire. Personally, Jason finds joy in being a husband and father of two wonderful children. In his spare time, he enjoys traveling, sports, hiking, and reading. He works with Employees, Business Professionals, Business Owners, and 'High Net Worth' People. ► Like to discuss your personal financial situation? ☏ Call Jason at (323) 481-1328 for a FREE Consultation ✉ Email him at [email protected]

More Articles by Jason Anderson

The Significance of IRS Rule 72(t) Regarding Penalties for Early Withdrawal

The 72(t) rule got its name from a subsection of the Internal Revenue Code. It discusses how people with 401(k)s...

Making the Hard Decision: Should Federal Employees Consider Early Retirement?

Key Takeaways: Deciding on early retirement as a federal employee requires a thorough evaluation of financial readiness, health, and lifestyle...

How to Obtain Social Security Bonuses

Although you may hear a whisper of bonuses to be claimed within the Social Security program, they don't exist. With...

Top Perks in Civilian Military Employee Benefits Packages You Might Not Know About

Key Takeaways: Civilian military employees have access to unique education assistance programs, uncommon healthcare benefits, and financial perks that enhance...

Why should you consider keeping your life insurance after retirement?

You've likely had life insurance for most of your adult years. If it was part of your employer's benefits package,...

Find Out Your Ideal Retirement Savings Amount Based On Your Age and Income

Are your retirement savings on track? That question concerns a lot of Americans these days. Retirement savings, like the entire...

Jason Anderson Disclosure:

All annuity and life insurance products are designed to supplement securities as part of an overall plan. The recommendation of annuities and life insurance is not designed to eliminate the need for securities in any way.

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