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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Now might be a good time to save in Roth accounts

Contributing to a Roth account might make sense for clients who anticipate higher tax rates in the future, as the distributions won't be taxed in retirement.

How Much Should I Contribute to a 401(k)?

Some questions have an easy answer and a hard answer. “How much should I contribute to my 401(k)?” is one of them. The easy answer...

Whole Life Insurance Can Be an Asset For Balance

You’ve heard, “Don’t put all your eggs in one basket.” While few people walk around with eggs in baskets today, the message still rings true.
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Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 4275 Executive Square #800 La Jolla, CA 92037 619.684.6400. Securities products and advisory services offered through PAS, member FINRA, SIPC. 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
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