“What if the financial strategies that worked for previous generations no longer apply today?”
Jason is the founder of Safe Money Solutions, LLC, a World Class Financial Distribution Platform now in its 12th year. The firm’s Proven Banking Strategies assist with debt elimination, reducing asset acquisition time, and accelerating wealth accumulation.
“Why do so many financial professionals overlook the strategies we’ve proven effective for over a decade?”
Through Advanced Planning Strategies, Safe Money Solutions offers comprehensive Estate Planning, Insurance, Tax Planning, and multiple creative funding opportunities for meaningful advancement. They service advisors, homeowners, businesses, churches, farmers, Veterans, and retirees.
“What might change in your business if capital was no longer your limitation?”
Jason travels extensively, teaching these strategies to investors and advisors throughout the United States. His firm provides weekly educational sessions, creating an environment where “What if your money could work harder for you than you work for it?” becomes more than just a question—it becomes reality.
“What possibilities open up when advisors think beyond conventional financial wisdom?”
Prior to establishing his own Financial Distribution Platform, Jason served as Director of Life Insurance for Concierge For Advisors until the CEO/Founder’s passing in 2021. His expertise has led to training over 1,150 Advisors in his Accelerated Banking Strategy.
“How would your retirement look if uncertainty was removed from the equation?”
Many of Safe Money Solutions’ clients experience unprecedented financial transformation. Jason has written and designed multiple Advanced Business Plans and represents several dozen multi-billion-dollar insurance carriers. His influence extends to over 5,000 clients across 46 states and 8 countries.
“What if the tax burden you’ve accepted as inevitable was actually optional?”
Jason’s thought leadership has made him a sought-after guest on multiple podcasts, meetings, and networking groups, where he challenges conventional thinking and presents innovative financial solutions that most never knew existed.