Jason Jager
CFP®, EA
Jager Wealth Management
Financial Advisor, Founder
Jason Jager
CFP®, EA
Jager Wealth Management
Financial Advisor, Founder
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jason Jager, CFP®, EA
Fee-Only financial planner located in Hattiesburg, MS, serving clients locally and across the country
Jason Jager is a Hattiesburg, MS fee-only financial planner. Jager Wealth Management provides comprehensive financial planning, retirement planning, and investment management to help individuals over 50 optimize their investments, reduce taxes, and create reitirement income that lasts. As a fee-only, fiduciary, and independent financial advisor, Jason Jager is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Find out if your'e on track for retirment by taking our free retirement assessment.
Jason Jager is a fee-only financial advisor at Jager Wealth Management, located in Hattiesburg, MS.
I serve my clients by providing fee-only, fiduciary advice in the areas of financial planning and investment management.
Our firm and our processes are designed to put the needs of our clients first.
In order to demostrate our value to others, we developed the SMART Retirement Process™, which allows individuals considering our firm to get to know us and see the value that we provide before ever paying us a dime. Our free assessment will help you make an informed decision about working with our firm.
Feel free to visit our website to learn more about how we can help you with your retirement.
Jason Jager is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-only: We are a fee-only financial planning and investment management firm. This means that our clients have the peace of mind in knowing that our recommendations are not driven by sales commissions or kickbacks. We believe that being fee-only reduces conflicts of interest and keeps us focused on what we do best, serving our clients.
Fiduciary: We have an obligation to act in the best interest of our clients. While this sounds like common sense, you may be surprised to find that most financial advisors are only obligated to do what is “suitable” for their clients. We want our clients to know that their advisor is always acting in their best interest, which is why we hold ourselves to a higher standard.
Evidence Based: Our processes and philosophies are developed around academic research. We rely on decades of research rather than the noise of the financial media or the forecasts of market gurus. Whether we’re building an investment portfolio or determining the proper retirement distribution strategy, you can be sure that our recommendations are built on a solid foundation of knowledge and expertise.
Fair & Transparent: We price our services fairly and communicate that upfront with our clients. We also place a cap on our maximum annual fee so that our cost never exceeds our value.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Jason Jager is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Jason Jager is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Jason Jager is a Member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Jason Jager
Office Locations:
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43 Town Center Square
Suite 202
Hattiesburg, MS 39402
