A Holistic Approach to Wealth Management and Retirement Planning

R. Jason Taylor

Retirement Income Specialist

Jason Taylor has over 23 years of retirement planning experience and is a Wealth Management Advisor and Retirement Income Specialist. As an advisor, Jason’s mission is to provide the families he serves with innovative financial strategies, insurance options, and planning that result in financial clarity, stability, and overall financial health. Jason enjoys getting to know his clients and gaining an understanding of their goals in order to help them organize their finances and establish strategies for the future. Jason is based out of Eagle, Idaho, while working throughout the Pacific Northwest, Nevada, Arizona, and Utah. Jason is a Certified Federal Employee Benefits Consultant and has helped federal employees since 2007 through various agencies such as VA, BOR, BLM, SS, BOP, Postal, and FAA. Jason is president of Ascend Wealth Management and Ascend Financial Advisors, and has co-authored “The Smart Fed Retirement Handbook.”