Sound Financial Advice for an Ever-Changing World
Tailored strategies for the most important aspects of your life
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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The truth about family businesses and the Great Wealth Transfer
Most major decisions around a family business should happen long before an owner steps away. How should succession, governance, and wealth transfer fit together before that day comes?
Earning too much for a direct Roth contribution does not necessarily mean Roth savings are off the table. What could make the backdoor route more complicated than expected?
Getting the exit price you wanted doesn’t always make retirement easier. Life can feel very different once the deal closes, especially when so much purpose and identity were tied to the business.
Most leaders want to resolve conflict as quickly as possible. But staying with disagreement – instead of avoiding it – can lead to better decisions without damaging the relationship.
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Jason A. Frederico
CFP®, ChFC®, CLU®, RICP®, CLTC®
CFP®, ChFC®, CLU®, RICP®, CLTC®
Park Avenue Securities Form CRS
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. 7031678.2 Exp. 9/28
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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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