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Let's Create a Financial Strategy for Your Future.

Jason Anderson
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Speaker
Educator
Advisor
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About Us &
What Truly Matters

People Matter

We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.

Integrity Matters

We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.

Communication Matters

We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, and relevant.

Service Matters

We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” - Vince Lombardi

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Find Financial Peace of Mind

Rather than letting anxiety about the unknown linger, Jason Anderson will work with you to create a personalized plan that alleviates stress. Transform financial uncertainties into a clear path to a secure and tranquil financial future.

Most Common Points of Financial Stress

  • Retirement Savings: Many individuals worry about whether they are saving enough for retirement and if their savings will last through their retirement years.
  • Emergency Fund: The lack of an emergency fund to cover unexpected expenses like medical bills or car repairs can lead to financial insecurity.
  • Education and Children's Future: Funding education for children, including college expenses, is a common source of financial stress for parents.
  • Market Volatility: Fluctuations in the stock market and uncertainties about investment returns, especially for those relying on investments for future financial security.
  • Financial Literacy: Lack of understanding about financial concepts, investments, and how to navigate the financial markets can contribute to stress.
  • Long-Term Financial Goals: Achieving long-term goals such as buying a home, starting a business, or supporting aging parents.
Remove Some Stress
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Our Services

Confidence.

Security.

Peace of Mind.

Our approach goes beyond traditional financial advising. We'll guide you in understanding the realities and risks ahead, helping you avoid losses. Together, we'll explore the strategies and financial tools best suited to your needs, building portfolios designed to last a lifetime.

Retirement Planning

Financial decisions to secure a comfortable future after work, including saving, investing, and budgeting wisely.

High Net Worth Investing

Strategic financial decisions and asset allocation tailored for individuals with substantial wealth to maximize returns and mitigate risks.

Retirement Income Planning

Strategizing to ensure a steady stream of income during retirement through smart investment and financial management.

Estate Planning

Arranging the distribution of assets after death to minimize taxes and ensure they are allocated according to your wishes.

Tax Planning

Strategizing to minimize tax liabilities and optimize financial decisions within the legal framework.

Volatility Protection Strategies

Implementing measures to shield investments from market volatility and mitigate potential losses.

Maximizing Social Security

Strategically planning to maximize Social Security benefits during retirement.

Reviewing Life Insurance Coverage

Assessing and updating life insurance policies to ensure they align with current needs and goals.
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About Jason & Team

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Jason Anderson

Owner / Operator / Advisor

Professionally

As time passed, Jason emerged as the 'Go-To' leading authority in personal financial advising, financial planning and analysis, as well as retirement planning. His commitment to financial education extends to providing highly popular seminars for groups. These seminars are designed to empower individuals to effectively budget, plan, and manage their money, ultimately helping them achieve their personal financial goals.

The success of Jason's financial seminars has garnered great results, praise, and feedback. Notably, the City of Los Angeles, The AFL-CIO union groups, and several other organizations have chosen to partner with him to more effectively accomplish their financial missions. Jason's expertise was recognized in the November 2014 issue of Forbes Magazine, where he was showcased as one of "America's Financial Leaders." The media has affectionately dubbed him 'The Financial Educator.'

Jason's passion for his work is fueled by the satisfaction of helping individuals reach their financial goals. Nothing excites him more than assisting families in saving and enjoying their retirement years stress-free, thanks to the meticulously crafted financial plans he provides.
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Jason is a seasoned professional with over two decades of experience as a Personal Financial Advisor, Estate and Retirement Planner. Throughout his career, Jason has been dedicated to educating individuals from all walks of life and income levels, guiding them to make informed investment decisions and plan for a comfortable lifestyle and retirement.

Personally

Beyond Jason's professional achievements, Jason finds joy in his roles as a husband and father of three wonderful children. In his spare time, he loves to travel, play sports, go hiking, and reading. Jason Anderson is not just a financial advisor; he's a dedicated partner committed to making financial success a reality for those he serves.

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Jason Anderson

Owner / Operator / Advisor

"I want to help individuals and families reach their financial goals, ensuring stress-free retirement."

More About Jason
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Lisa Martinez

Case Design Advisor

Lisa has been in the industry for over 18 years. As a Business Development Advisors she helps advisors keep up with the changing market of annuity, life and asset-based LTC products and bring a wealth of product and case design concepts. She compares the many features and parts of each available product options, rates and riders in order to determine which vehicle is the best fit for the advisors clients.

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Lisa Martinez

Case Design Advisor
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James Jurica

CFP® CLU® CHFC® RICP®

James has worked in the financial services industry his entire professional career starting right out of college. He has a passion for working with clients and helping them achieve their long term financial goals. His main area of focus is on the investment management side of financial planning. James has a focus on risk management and wants to ensure that during the investment process, the focus stays on reducing risk and volatility in clients portfolios while still achieving the returns needed to accomplish the objective of the client.

James has achieved the Certified Financial Planner CFP®, less than 10% of all financial advisors are CFP® and this advanced training and education allows James to provide the highest quality service and value to clients. He has also achieved the Chartered Financial Consultant CHFC®, Chartered Life Underwriter CLU®, and Retirement Income Certified Professional RICP®. These designations have given James more training and insight on a wide variety financial planning areas. James is married to his wonderful wife Abbey and they have a 1 year old son together and enjoy spending time at the lake together.

Advisory services offered by Wealth Watch Advisors, LLC. Wealth Watch is an independent advisory service and not affiliated with Capital Growth Solutions nor any of it's affiliates. The company, and its investment adviser representatives, may not accept orders to affect purchase or sale transactions, accept funds, securities, or similar instructions via email or voicemail.

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James Jurica

CFP® CLU® CHFC® RICP®
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