Jason Provost, CFP

I am so enjoying my current retirement time thanks entirely to Jason's expertise.

He has made my transition from an employee to retiree painless and a wonderful experience!

I can’t recall how long exactly but I worked at Hines VA and went to a retirement seminar at the VA where Jason presented on federal government retirement.

He has taken the time to really know us which gives us every confidence that not just our financial goals are well understood but also our comfort level.

In 2008, several years before my husband was going to retire, he attended a federal employee retirement seminar in order to become familiar with the process.

We could not have asked for a better person to guide through the various question that we have had regarding present and future financial needs.

My family trusts Jason completely and he had exceeded our expectation.

When we retired, a year ago, Jason's advice helped us pay off any outstanding debts, and provided us with good financial advise for future years.

Thinking of your benefit first and suggesting some ways to minimize your tax bracket.

He explains things very well, and frequently holds free seminars and luncheons bringing in outside speakers to address changes in the market, retirement, estate planning and other topics that will assist clients in planning for the future.