Jason Mathew Mickey
True Purpose Financial Advisor & Behavioral Finance Coach
- Role
- Financial Advisor at Wealth Management Group, Inc
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Jason Mathew Mickey
Are you living your purpose? Do you feel fulfilled? I have a core belief that God made…
Experience
Financial Advisor
Dec 2024 — Present · US
Your beliefs about money drive the way you think, speak and behave with your money. If you do not like the \"Money\" results you are getting, a financial behavior coach/financial advisor can help shift your behavior and change your results. I have 23 years of experience helping people shift their relationship to money, change their behavior with money, and generate the results they are looking for. Do you feel like it doesn\'t matter how much you make, it just gets spent? or ask yourself \"Where does it all go?\" Maybe your experience is the opposite: you\'ve done a great job saving and wonder what you should do next. Make 2025 the year you change the way money occurs for you and you generate the results you want. I would love to help!
Skills
- Wealth
- Asset Management
- Training
- Business
- Customer Retention
- Succession Planning
- 401k Rollovers
- Retirement
- Disability Insurance
- Estate Planning
- Retirement Planning
- Term Life Insurance
- Executive Coaching
- Executive Management
- Business Planning
- Health Insurance
- Business Networking
- Long-Term Care
- College Recruiting
- Long Term Care Insurance
- Universal Life
- Insurance
- Sales
- 401k
- Strategic Planning
- Iras
- Whole Life
- Mortgage Lending
- Workers Compensation
- Life Insurance
- Finance
- Fixed Annuities
- Small Business
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