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Jason E. Richert, CRPC®
Investment Advisor Representative
P: (425) 429-3024
In today’s world, there are many challenges facing families of all types: balancing current expenses, saving for college, caregiving, and ensuring a dignified retirement will be waiting. As a financial advisor, I partner with my clients to ensure that they have a clear idea of their goals and how to effectively save and smartly invest. We work together on a regular basis to update plans and methods to reach those goals. From holistic, fee-based financial planning to customized investment solutions, each client’s individual situation is analyzed to find the ideal ratio of risk against potential reward.
I have committed a significant amount of my practice to the special needs community, helping to navigate the myriad of intricately intermixed federal, state, and local benefits, which can each be affected by assets, wealth, and needs. I strive to provide clarity and direction through this confusing landscape, partnering with top-tier professionals in case management, estate and planning attorneys, and other service organizations for the benefit of my clients.
Through education, we reach our community in many meaningful ways. You can often find me at community events and conducting seminars around the greater Puget Sound region. Whether through a webinar on financial planning basics, a seminar on methods to leverage assets to ensure an income stream in retirement that you cannot outlive, or an in-person class discussing the different methods of saving for education, you can find me sharing valuable information with all who attend. My passion for the services I provide and the value that they bring to the community shines through in all that I do.
Access my calendar and let’s talk soon about getting on track and staying the course for success!
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