Your goals.
Our guidance.
Advice you can trust.
Fee-only financial planning and investment management.
Schedule an initial consultation with a CFP® professional and find out how we can help bring clarity to your financial future.
No Commissions
We are a fee-only firm that will never earn a commission from our clients.
No Sales
We focus on creating a financial plan tailored to your needs, not on selling unnecessary products.
No Asset Minimums
Building assets takes time, but starting your financial plan doesn’t have to wait.
CFP® Standard
Have confidence knowing that your advisor holds the recognized standard of excellence.
Sworn Fiduciary
Your advisor is held to the highest standard in the industry, placing your interests and needs first.
Virtual Services
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.
Retirees
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:
- Clarify your retirement goals
- Know how much you can spend in retirement
- Utilize tax efficient distribution strategies
- Leave a legacy
Business Owners
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.
