General Info

Jason Santos has been a financial advisor since 2000, specializing in retirement income planning, estate and legacy strategies, goal based financial planning, risk management strategies, tax mitigation & deferral of taxes and small business financial strategies. In 2009, he founded JPS Financial Services, Inc. with the goal of empowering clients by helping them understand their investments and financial options. Jason develops customized financial plans for his clients, rather than a “one size fits all approach.” Schedule your complimentary consultation with JPS Financial Services, Inc. today!