Investment, Retirement and Estate Planning for Individuals, Families and Business

  • Mutual Funds*: Hundreds of top fund families to choose from
  • Annuities*: Immediate, fixed and variable tax deferred options from 100’s of companies
  • Fixed Annuities: We shop for the highest rates with various guarantee* periods and features to choose from
  • Variable Annuities: Flexible features with hundreds of investment options
  • Life Insurance: Comparative analysis of companies providing term, whole, universal, variable, variable universal and second-to-die with
    premium and death benefit guarantees*
  • IRAs/Pensions/401K`s: Deposit, Accumulation and Distribution counseling
  • Education Funding: 529’s, coverdell educational savings accounts, UTMA’s
  • Disability Insurance: Insure your most valued asset- your income
  • Nursing Home/Long Term Care Insurance: We`ll compare various tax deductible plans to preserve your nest egg
  • Medicare Supplement Insurance: We search for the best coverage and rates available
  • Major Medical/Health Savings Accounts (HSA): Comparative analysis for coverage and rates
  • Short Term Major Medical: One to six- month transition coverage
  • Auto Insurance: Access to many companies with a comprehensive annual review
  • Home Insurance: Coordinate with your auto insurance for the appropriate protection at affordable rates
  • Umbrella Coverage: Be sure to protect your true net worth from liability exposure
  • Tax Planning: Income, Capital Gains and Estate tax analysis and reduction strategies
  • Trust Planning: Revocable/ Family, Irrevocable (ILIT), Charitable Remainder (CRT), Dynasty and Special Needs
  • Estate Planning: Family Wealth, Accumulation, Preservation and Transfer
  • Life Settlements: Have you considered having your life insurance appraised? Get cash settlements for life policies no longer in need
  • Critical Illness Insurance: Lump sum cash benefits provided with diagnosis of critical illness
  • Home Mortgages: Please contact us for our leading professionals
  • 401K’s/Simple Plans/SEP’s: We can provide you access to the ideal solution to meet your goals as an owner and employee
  • Life Insurance Planning: Coverages to reduce or eliminate debt, key person protection, split dollar, buy sell and succession funding
  • Disability Insurance: Insuring a business owners income could be the most important insurance coverage to consider
  • Business Overhead Protection: Coordinate this protection with your disability income insurance to cover your essential business expenses
  • Group Major Medical: We will research the plans that coordinate with your goals to provide this important employee benefit
  • Commercial Auto Insurance: Access to many companies for your business auto, property liability, and workers compensation
  • Farm/Agricultural Insurance: Annual review is essential to be sure you’re protected from the ever changing needs of todays farm operations
  • Tax Planning: Coordination of our on-site financial, legal and accounting advisors to determine the best business entity, employee benefit plans and annual tax counsel
  • Business Start up and Continuation Planning: Work with our team of financial, legal and accounting advisors to create your business and design a continuation plan
  • Succession Planning: Our comprehensive team of advisors will assist your goals of seeing your business transition by sale or by legal transfer

To learn more about the professional history of our financial advisor(s),
please visit
FINRA’s BrokerCheck.
(And enter Anthony J. Jasen)

Securities and Investment Advisory services offered through Woodbury Financial Services, Inc. Member FINRA, SPIC. Jasen Wealth Advisors, LLC and OneSource Advisor Group, LLC are not affiliated with Woodbury Financial Services, Inc. Woodbury does not offer legal or tax advice.