Jason Swartley
Financial Planner @Futurity First
Signup · Get unlimited contacts
WORK HISTORY
Financial Planner @Futurity First
Geneva, NY, US
EDUCATION
The American College of Financial Services
LUTCF, Finance and Financial Management Services
ABOUT JASON SWARTLEY
As a financial planner and wealth management advisor, I help business owners, multi-generational family business\'s, and high-net-worth individuals build, preserve, and transfer wealth with confidence. My approach is comprehensive and deeply personal—grounded in trust, transparency, and long-term relationships.I specialize in serving closely held family businesses, particularly those rooted in blue-collar industries such as agriculture, construction, manufacturing, and skilled trades. I understand the unique challenges these families face: balancing business legacy with personal financial freedom, managing succession planning, and protecting generational wealth. Whether your office is a boardroom or a barn, I meet you where you are—translating complex financial strategies into clear, actionable plans.Through a carefully curated network of seasoned professionals, I offer tailored guidance in:• Holistic Wealth Management• Business Succession & Continuation Planning• Retirement Income Strategies• Estate Planning & Legacy Design• Trust & Tax-Aware Strategies• Buy/Sell Agreement Structuring• Executive Benefits & Employee RetentionMy mission is simple: to be a lifelong partner in your financial journey—offering clarity in times of uncertainty, insight through every season of growth, and confidence in the path ahead.For Disclosure Information please see my website:
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.