Project Description

Jason Carrier
President, Scranton Financial Group

LOCATION:
Westbrook, Connecticut

Jason Carrier is a native to New England and has been in the financial services industry for over 15 years. Specializing in financial planning with comprehensive portfolio management, retirement planning, specific to fixed income instruments; his recommendations are made solely in the interest of providing the highest value and benefit to clients. He strives to help pursue financial goals with as much certainty, and as little risk, as possible. He is dedicated to helping his clients reap the rewards of a well-planned retirement. In addition, Jason Carrier is an established speaker in the Connecticut Shoreline area and is committed to educating the community with his presentations on topics like Social Security, Required Minimum Distributions, 401k and Estate Planning.

Jay also volunteers his time to educating people of all ages on current financial topics at a not-for-profit organization.

Jason resides in the Connecticut Shoreline area with his wife Cathi, three daughters and a son. Jason is a graduate from the University of Connecticut and was a proud member of the Husky football team, playing strong safety.

Scranton Financial Group

At Scranton Financial Group, we teach clients how to enjoy reliable portfolio growth and security through conservative investment options designed to generate income through interest and dividends. This is income that can be spent, or reinvested to grow your money organically, or – as we like to say – “the old-fashioned way.”

Our number one mission is client education. We want to work with you to ensure that you make informed, educated decisions that will best suit your current needs and enable you to achieve your long-term financial goals. We will teach you the basics of investing, the importance of financial defense, the essential facts about market history, what you need to know about interest rates, bond funds and strategic investing, and the difference between income and cash flow.

At the same time, we will teach you how to avoid the common financial mistakes that typically undermine so many retirement plans, mistakes such as inefficient asset allocation, overpaying on taxes, and lack of catastrophic health care planning.

At Scranton Financial Group, we believe the best client is a knowledgeable client. We believe peace of mind comes from understanding your options, and from working regularly with your advisor to choose the options that will work best for you and your loved ones – now and into the future.

At Scranton Financial Group, our mission is education, and our objective is to steer you on a course toward a lifetime of financial security through conservative, income-generating financial strategies. Contact us today to learn how we can help you reach that very destination.

Disclaimer
Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Scranton Financial Group and Sound Income Strategies, LLC are not associated entities. Scranton Financial Group is a franchisee of the Retirement Income Store. The Retirement Income Store and Sound Income Strategies LLC are associated entities.

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