Jason Gena
FIC, RICP®
State(s) Licensed: AK, CO, FL, IL, IN, ME, OH, SC, VA
9495 Keilman Street Suite#7
Saint John, IN 46373
State(s) Licensed: AK, CO, FL, IL, IN, ME, OH, SC, VA
Creating Your Financial Plan
Are you looking for a safe, place where you are known, heard, and understood by a non-judgmental financial professional? You found it. Here I come along side you, help you to understand your options and walk with you toward the future you want. We use several financial tools that help us quantify and measure what you want and where you want to be and build strategies to help you define and take steps to get there. Whether it is tax savings strategies, transitioning into retirement, figuring out Social Security and Medicare, saving for a future event or purchase, retirement income strategies, investment strategies, protecting loved ones with insurance strategies, I am here to help you put together your puzzle in a way that makes sense to you. So why go at is alone?
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Locations
Saint John Office
- Phone:
- 219-627-3371