Jason Fox
Investment Advisor at Evergreen Wealth Advisors
- Role
- Investment Advisor at Evergreen Wealth Advisors
- Location
- Spokane Valley, WA, US
- LinkedIn followers
- 500 followers
About Jason Fox
Want to enjoy your retirement? Let\'s swap anxiety about outliving your money for confidence in a clear retirement income strategy.My focus at Evergreen Wealth Advisors is helping you truly enjoy retirement without financial stress. I specialize in building dependable income streams designed to last throughout your life.We use the strategic Bucket Plan framework to organize your assets logically – aiming for reliable income for your needs Now, stability for the Soon, and growth for Later. It\'s a common-sense approach focused on ensuring you have the income you need, when you need it, while carefully managing risk along the way.As a fiduciary advisor (Series 65 & Insurance Licensed), your best interests are my driving force. Backed by Evergreen Wealth Advisors and our highly-regarded Registered Investment Advisor (RIA) firm, C2P Enterprises, you get personalized, holistic guidance. Expect clear explanations (no confusing jargon!) on how investments, tax strategies, insurance, and estate planning fit together in your unique plan. We build long-term partnerships based on trust and education.Ready for clarity and confidence in your retirement plan? Let\'s connect here on LinkedIn.*Financial planning and Investment advisory services offered through Prosperity Capital Advisors.
Experience
Investment Advisor
Present
Education
Fort Hays State University
Bachelor of Science in Organizational Leadership , Organizational Leadership
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