Hi! I’m Jason and I believe financial advice should be delivered with the clients interests put first at all times. What a crazy concept right? But in the financial advice world, this is anything but normal.
I also believe advice should be delivered independent of product sales and in clear, simple language clients can understand.
This is why I founded Keep It Simple Financial Planning in 2015. We are a fee-only, fiduciary, registered investment advisor (RIA) based out of the city of Santa Ana in Orange County, California but we do serve clients across the United States.
To do so, we offer the latest in virtual meeting and financial planning tools that will make it feel like you’re sitting right in the office with us, without having to deal with traffic, parking, finding the kids a babysitter and all the other things that would prevent you from seeing a financial planner.
We specialize in helping mainly 2 types of clients although this does not mean we will not help you if you don’t fall into one of the following categories:
- Retirees/pre-retirees within 10 years of retirement who want to retire with confidence.
- Clients in their 20’s, 30’s or 40’s that may not be thinking about retirement, but have other goals that require planning from a long-term perspective and maximizing their income like buying a house, funding the kids college, managing large student loans while working in a high paying career, starting a business or simply taking more vacations now while staying on track for the future.
Why these two categories?
Simply, I’m looking to serve clients that would fit in the same demographic as my parents, or my siblings. I treat all my clients as family and give them advice as if I was sitting with a family member.
I’m the oldest of 6 brothers and sisters and grew up in a single parent household for most of my life.
When my mother went looking for financial advice many years ago, she was sold expensive and unnecessary insurance products versus receiving advice that would have set her up for an abundant future.
And when I was in my late 20’s, and was finally making a good salary with stock options, I couldn’t find anyone to help me that wasn’t trying to sell me a product.
I founded Keep It Simple (KIS) Financial Planning, LLC to help people with fiduciary advice and guidance without my clients wondering if I was making a recommendation to earn a commission.
If you’re thinking about retirement, I would highly recommend you watch our most recent retirement masterclass called “The 5 Steps Our Clients Use To Retire With Confidence” here. It’s about 45 minutes but may be the best 45 minutes you've ever spent working on your retirement and will give you a lot of great info about what I believe and how our company operates.
Another huge passion of mine is financial literacy. Most, if not ALL of us did not receive any financial education in school and had to learn everything we currently know about finances on our own.
To combat the lack of education in our communities, I've partnered with a nonprofit IDEAL CDC to provide financial education in many communities and schools in Southern California. I LOVE teaching and if you would like to host a financial literacy event at your school or organization, please fill out the form below so we can further discuss your needs.
If you would like to schedule a free retirement strategy consultation with me, please go here to schedule a time that works for you!
Have a question?
Fill out the form below and I'll get back to you as soon as I can.