Burlington, IA 52601-1670
Jason has obsessed about two client questions since joining the financial industry in 2005. “How am I doing?” And “Will I be OK?” These are top of mind for every investor as you seek financial independence. Jason’s first priority is to ensure your investments are aligned with your personal preferences and priorities through Risk Number investing. That will help you and I understand how you are doing. Then as we create your Investment Roadmap, we will answer the question of being OK. Together we will make your journey toward financial success as easy as possible. Click here to find your Risk Number for free today!
Jason believes that a retirement plan needs to be flexible. We cannot predict the remainder of your life. He knows from first hand experience. Jason was struck by a freight train on the driver’s side of his car a few years ago and luckily walked away to tell about it, while recently his father passed prematurely in a far less severe car accident. It is impossible to predict what life events may happen and to what outcome. The same is true in markets and our financial lives. Jason will walk through the potential stresses and flexibility of your plan, keeping it up to date as your needs and life change.
Jason is not only committed to his clients, but also his home community of Burlington, Iowa. In 2016, Jason was named the Young Professional of the Year by the Greater Burlington Partnership. This award was due in part to his service to the community through the local Kiwanis club, Community Health Centers of Southeast Iowa, Greater Burlington Leadership, and a recent renovation capital campaign for the Burlington Depot. Jason is passionate about improving Burlington through community involvement and assisting its residents in securing their financial futures. These two bedrocks enable thriving communities.
Jason and his wife Allison are proud of Burlington and the family experience it has to offer. You can often find them outdoors with their two sons and family dog. Along with cooking and collecting old vinyl records, Jason is an avid cyclist and a member of Team BEAST (Burlington Endurance Athletes Sports Team)
To answer your most pressing financial questions, click here to schedule a one-on-one meeting with Jason Strandberg.