Episode 107: Jason Silverberg

Jason Silverberg CFP®, CLU®, ChFC®, author of The Financial Planning Puzzle, specializes in comprehensive financial planning. His practice aims at helping families and small business owners fit their financial pieces together to create financial freedom. He uses a values-based process to connect with his clients on a deeper level than some advisors, diving into the “why” behind the numbers. He focuses on helping clients achieve and protect their goals through methodical investment strategies, calculated risk management, and insurance solutions.

• Jason is a registered representative and investment advisor representative of Securian Financial Services, Inc.
• Securities and Investment Advisory Services offered through Securian Financial Services, Inc., Member FINRA/SIPC.   Financial Advantage Associates is independently owned and operated.
• Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such.  You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
• Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts.  These product recommendations are not part of the financial plan and you are under no obligation to follow them.
• Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.