Senior Financial Advisor @ Principal Financial Group
Limited Partner @ Eclipse Financial, LLC.
Financial Strategy Development - Tactical and Strategic @ New York Life Insurance Company
Bachelor's degree, International Finance @
Western Washington University
Change is the one great constant in life. That's why it's so important to regularly review your objectives, your plan or your financial strategy - at least once a year. Did your job or income change? Do you have a new hobby that's changing your view of retirement? Did you get married or have a baby? Did
Change is the one great constant in life. That's why it's so important to regularly review your objectives, your plan or your financial strategy - at least once a year. Did your job or income change? Do you have a new hobby that's changing your view of retirement? Did you get married or have a baby? Did you win the lottery? Pick a day - each year - to trigger a call to me to setup an appointment.
*Securities offered through Princor Financial Services Corporation, 800-247-1737, Member SIPC,, Des Moines, IA 50392. Jason Overleese, Financial Representative of Principal National Life Insurance and Principal Life Insurance Companies, Princor Registered Representative.
Senior Financial Advisor @ I design retirement solutions and advise business owners and their key employees on financial decisions affecting their business. My process starts out by minimizing financial risk to the founders, then managing retention via employee benefits, ans finally managing future financial events.
My staff of estate attorneys, CPA's, and analysts provide a cohesive team that is able to provide excellent service coupled with a trusted relationship. From May 2011 to Present (4 years 8 months) Greater Seattle AreaLimited Partner @ The company provides "Segway" resources. We are a resource for start up companies after they have achieved funding or sales, and help them design how to manage a sales team and track results. Everyone has a good idea, it's just those who create value and demand for their product that make the money. From January 2010 to Present (6 years) Financial Strategy Development - Tactical and Strategic @ From 2012 to 2014 (2 years) Senior Executive @ From March 1999 to September 2011 (12 years 7 months) Managing Member @ From 2006 to 2009 (3 years) Phoenix, Arizona Area
FINRA SERIES 6, 63, 65Bachelor's degree, International Finance @ Western Washington University From 1991 to 1995 Seattle Prep From 1988 to 1991 Jason Overleese is skilled in: Financial Needs Analysis, Asset Allocation, 401k, Income Protection, Roth IRA, Estate Planning, Variable Annuities, Fixed Annuities, Business Continuation Strategies, Business Overhead Expense, Buy-sell Agreements, Buy-Sell Review, Charitable Giving, Deferred Compensation Plans, Dental Insurance