Jason van Horn
Strategic Business Advisor | Helping Business Owners Build Wealth Beyond Their Business | Co-Founder @ Phelix Financial | Retired U.S. Navy Senior Chief
- Role
- Financial Advisor at Northwestern Mutual
- Location
- Westfield, IN, US
- LinkedIn followers
- 500 followers
About Jason van Horn
Most business owners are working hard to build something great. But here\'s the hard truth: Your business is not your wealth strategy. It\'s your income strategy. There\'s a difference — and that difference is costing some of the most successful operators I know everything they\'ve built. I learned about mission-critical planning the hard way — not in an office, but over 21 years as a U.S. Navy Senior Chief Petty Officer. Eight promotions. High-stakes decisions. Zero room for error. You don\'t survive that without understanding risk, structure, and accountability. When I retired, I didn\'t leave that mindset behind. I brought it into financial strategy. Today, as Co-Founder of Phelix Financial, I work with business owners — especially in home care, home health, and healthcare-adjacent industries — who are scaling fast but building on an unstable foundation. They\'re generating revenue. They\'re growing headcount. They\'re winning contracts. But they haven\'t answered the questions that actually determine long-term wealth: → What happens to your personal finances if the business stalls? → Are you paying more in taxes than you legally have to? → Do you have a retirement strategy that doesn\'t depend on selling your business? → Who protects your family if something happens to you tomorrow? These aren\'t planning questions. These are survival questions. What I bring to the table: 10+ years of financial planning experience inside the home care and healthcare space A national footprint working with top agency owners across 49 states Strategies built around risk mitigation, tax efficiency, retirement, and generational legacy 200+ families and business owners guided through complex financial decisions A co-managing role in four daycare centers — built in honor of my late mother\'s legacy I don\'t sell products. I build strategies. If you\'re a business owner who\'s serious about turning income into lasting wealth — let\'s talk. Message me directly http://jasonvanhorn.nm.com/ 31••••••40 Some people call it luck. We call it planning.
Experience
Financial Advisor
Jun 2021 — Present · Indianapolis, IN, US
As a financial advisor, I have the honor of helping clients achieve financial security and success through financial planning and strategizing. Integrating existing planning, insurance planning, estate planning, employer benefits, and other various outside planning resources to build a plan that allows others to build the retirement they have worked so hard for by their own design.I am here to help create a path to financial security and financial literacy. I pride myself in serving individuals, couples, businesses, active duty military, and veterans I value each and every client that I come in contact with and pride myself on building a relationship that lasts through all phases of life.
Education
U.S. Naval War College
Leadership, Military Science, Leadership and Operational Art
2014 — 2014
Post University
Bachelor of Business Administration (BBA), Project Management
2016 — 2017
Perry Meridian High School
Diploma
1996 — 2000
University of Southern California
Master of Science - MS, Project Management
2018 — 2020
Villanova University
Six Sigma Certification, Six Sigma
2016 — 2018
Excelsior College
Associate of Science (A.S.), Electrical and Electronics Engineering
2005 — 2007
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