Jason Bergquist has worked in the financial services since the year 2000. Building a business, teaching and educating families has become his passion. Jason tried his hand with one of the big financial companies and while working with the Merrill Lynch he realized he missed the lifestyle of going out and meeting with families one on one and helping those that really need the help. Showing people that there are better ways out there and giving someone options to help them accomplish their goals is the most satisfying part of what I do. Being independent truly gives me access to the best products on the market to help people realize they can dream of a better life, especially in retirement.
Saving you on taxes and making sure, no matter what, that you never outlive your money. Helping change lives and being able to bring joy and hope back into people’s lives is the most rewarding thing I have ever done. (see testimonials). Sitting down with people and taking all of their puzzle pieces and putting them together to create a beautiful masterpiece and showing them it is possible and they can dream again is such an amazing feeling. I have met so many amazing people in this business and some have become such good friends. I enjoy sitting down with them regularly, at least annually and getting updates on their lives and working with them to accomplish their next goals in life.
My goal is to educate you and Empower you to Live the Retirement of your Dreams! Making sure you never run out of money as long as you live.
Jason lives in Riverton, UT with his wife Stacey, they have 6 kids, 2 grandkids and love to travel the world and go on Jeeping trips.
LICENSES & ACCREDITATIONS
- Certified Financial Fiduciary (CFF)
- Life & Health Licensed
- Annuity Licensed
- Long Term Care Licensed
AREAS OF EXPERTISE
- Retirement Planning
- Tax Strategies
- Life Insurance
- Long Term Care