After more than 25 years in financial services, Jason helps families turn the assets they have built into dependable income throughout retirement.
Jason lives in Riverton, Utah with his wife Stacey, their 6 kids and 5 grandkids.
After more than 25 years in financial services, including a stint at Merrill Lynch where I quickly realized that the traditional accumulation-focused model wasn't built for the people I wanted to serve, I chose a different path. I went independent, and I've never looked back.
Being independent gives me access to a wide range of products, strategies and solutions from multiple carriers, so I can focus on one thing: helping my clients make the best decisions for their unique situation. As a Certified Financial Fiduciary, I am legally and ethically required to act in my clients' best interest. Always.
Here's what I've learned after 25+ years and hundreds of families: retirement isn't about hitting a magic number. It's about turning the assets you've worked your whole life to build into a guaranteed paycheck for life.
Strategies that turn savings into a paycheck you cannot outlive.
Tax-free and tax-advantaged planning, including strategies designed to help you retire in a 0% tax bracket.
Income-producing options built for the retirement phase, not the accumulation phase.
Protection planning for the costs that derail most retirements.
Claiming decisions that can add real money over your lifetime.
Guarding the critical 5 years before and after you retire.
“Changing lives, bringing hope back, and showing people they can dream again — that is the most rewarding thing I have ever done.”— JASON BERGQUIST
Nearly 100 financial education videos, hundreds of financial professionals trained, scores of workshops, and thousands of people helped. When he's not with clients, Jason and Stacey are traveling the world or rock-crawling the backcountry in their Jeep.
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