
Jason P. Watsonemail
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
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