Broker Check

Getting to the fundamentals.

The lesson for life: Planning for a bright future. Today!

Connect With Us

Having the money talk.

Building wealth requires doing your financial homework.

Learn More

Going to the head of the class.

Developing a sound strategy to reach your retirement goal. 

Contact Us

Jason W. Levine, Financial Advisor

You’ve worked hard to achieve your professional goals. You understand the importance of planning for your success. Preparation in life is the key to success both now and in your future.

It doesn’t matter how far off your dreams may lay. You know you must plot a steady course and proceed with patience and steadfastness.

I share your passion and your drive. Helping you plan your financial future is what we do best. We help you pursue the life you want and shape the future you envision.
It’s time to go to the head of the class.

Are you ready to take your life the next level? We’re ready to help!

Let's Get Started

Who Are We?

Jason has more than a quarter century of experience in the financial services industry. As a financial advisor and CERTIFIED FINANCIAL PLANNER™ Professional, Jason provides comprehensive wealth management for families, teachers, executives, and owners of small business.

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

Our Process Learn more
Our History Learn more
Our Values Learn more
Our Resources Learn more
<p>18 Years&#8217; Worth of Days</p>

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Learn More
<p>&#8220;Dirty Dozen&#8221; Tax Scams to Watch For</p>

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Learn More
<p>A Bucket Plan to Go with Your Bucket List</p>

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Learn More
<p>9 Facts About Retirement</p>

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.
Learn More

HAVE QUESTIONS?

Thank you!
Oops!

Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.