Trusted Financial Planning in Southern Nevada.
With over 15 years of experience in Business and Personal Financial Planning, Jason Frederico focuses on providing comprehensive planning solutions that integrate family, career and business ambitions.
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Understanding revocable trusts in estate planningVIA Kiplinger
Thinking about estate planning? Here’s why revocable trusts are favored for their flexibility and tax benefits and how they compare to irrevocable trusts.
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How much Americans spend daily in retirementVIA Entrepreneur
The average retiree spends over $52,000 per year, but the median income is only $47,620! What does this mean for how comfortable you’ll be in retirement?
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The pros and cons of 401(k) loansVIA Bankrate
A 401(k) loan might feel like “free money,” but it could cost you big in the long run. Discover the hidden drawbacks and why exhausting other options first is crucial.
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Three must-know rules for Roth IRA ownersVIA Motley Fool
Navigating the complexities of Roth IRAs can be crucial for your financial future. Here are some income restrictions, the five-year rule, and tax-free withdrawal conditions.
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Should you worry about Social Security?VIA Kiplinger
Decades of economic shifts have quietly eroded the foundation of Social Security. Will future retirees have to rely more on savings, work longer, or accept drastically reduced benefits?
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Jason A. Frederico
CFP®, ChFC®, CLU®, RICP®, CLTC® |
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 CARROLL CANYON ROAD, SUITE 300, SAN DIEGO CA, 92121, 619-684-6400 . Securities products and advisory services offered through PAS, member FINRA, SIPC. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License #0G14394. 2022-142574 Exp. 9/24
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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