Jason Benedetti, CFP®

Jason Benedetti has built a successful practice over the past 15 years. He meets with new and existing clients on case design and portfolio analysis with contemporary and innovative wealth management strategies. One of Jason’s passions is educating his clients so they are able to make more informed financial decisions. He has combined this passion with his love of sports as a NFLPA Registered Player Financial Advisor helping players make wise decisions during and after their playing careers.

 

His areas of focus include:

Protection Strategies	Investment	Business Planning
Life Insurance	Asset Allocation	Corporate Benefits
Disability Income Insurance options	Risk tolerance	401(k)/ Retirement Plans
Long-term care insurance	Educational Funding	Executive Bonus Programs
Business succession		At Workplace Educational Seminars
		At Workplace one-on-one Planning Meetings for Employees
Tax Planning	Retirement Strategies	Estate Strategies
Business ownership	401 (k) & IRA Rollovers	Asset ownership
Non-Qualified investment planning	Retirement distributions	Trust
Tax reduction strategies	Pre-59 ½ strategies	Trust funding
Tax deferral methods	Social Security	Charitable giving strategies
	Risk Tolerance transistions

 

Licenses and Designations

Jason has earned Series 6, 7 and 63 securities and Life/Health licenses. He is licensed to manage assets in most states and is a perennial Conference and Million Dollar Round Table qualifier.

 

Personal

Jason is a graduate of Arizona State University with a Bachelor’s degree in Economics. He has been married to his beautiful wife, Joanna, for 14 years. They have 5 children and live in Mesa, AZ.