MassMutual financial professional.

Jason P. Watsonemail

Jason P. Watsonemail


Spectrum Financial Group

13455 Noel Road, 20th Floor
Dallas, TX 75240

Professional Story

I have had the pleasure of working with public servant employees for 15 years:

  • Educators
  • Firefighters & EMT
  • Law enforcement
  • Federal, state, and local government employees

These professions present unique problems not seen in the private sector. Integrated financial planning is crucial to financial independence during and after these professionals' career. From my experience, a major factor in optimizing an overall financial plan is understanding the existing employer benefits, pension vesting/payout options, and other group benefits long before retirement.  Once these are fully understood they can be leveraged to create the best possible scenario.

Education

Angelo State University 2005-2009


Languages: English


Specialties:Insurance Strategies, Investment Strategies, Business Owners, Military, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education, Financial Planning


Check the background of this investment professional on FINRA's BrokerCheck

Connect with Jason

*= Required


By submitting this request, I agree to receive e-mails and phone calls using automated technology from MassMutual, its financial professionals, affiliates or vendors on its behalf regarding MassMutual products and services, at the e-mail address and phone number above, even if it is for a wireless phone. I understand I can contact a local financial professional directly to make a purchase without consenting to receive calls from MassMutual.