Your goals.
Our guidance.
Advice you can trust.
Fee-only financial planning and investment management.
We are a fee-only firm that will never earn a commission from our clients.
We focus on creating a financial plan tailored to your needs, not on selling unnecessary products.
Building assets takes time, but starting your financial plan doesn’t have to wait.
Have confidence knowing that your advisor holds the recognized standard of excellence.
Your advisor is held to the highest standard in the industry, placing your interests and needs first.
Wherever your location, we are here to help. We offer virtual services throughout the entire planning process.
Jason Jager is a Hattiesburg, MS Fee-Only financial advisor. Jason is a Certified Financial Planner® focused on helping clients make smart decisions with their money. Jager Wealth Management provides comprehensive financial planning, retirement planning, and investment management to help clients organize, grow and maintain their wealth. Jager Wealth Management serves clients as a fiduciary and never earns a commission of any kind.
We spend so much of our lives focused on our career that it can be hard to imagine what life will be like when we retire. At Jager Wealth Management, we help you develop a clear vision of what the next chapter of your life will look like, and how to use the wealth you have achieved to reach your retirement goals. We will help you:
Building a successful business can be extremely rewarding. Not only are you in control of your income potential, but you are also building an asset that can be used for retirement needs or become part of your family legacy. We understand the challenges that small business owners face and the time constraints that make planning for your retirement nearly impossible. At Jager Wealth Management, we work hard to provide a clear path to retirement, so you can work hard on continuing the success of your business.
Jager Wealth Management (“JWM”) is a registered investment adviser offering advisory services in the State of Mississippi and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by JWM in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of JWM, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
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