Broker Check

   Jason Lenagh - Enlightened Financial Planning

“As an advisor, it can be daunting with all the different products and software out there, trying to decide whether I need to lower fees or have the best-performing widget to earn business. When all I want to do is make a positive impact in people’s lives. Not just be a good salesman, but truly making an impact.”

“I grew up in the ‘fee-only’ world being told that the answer to every question is a portfolio of low-cost funds, and you are not a fiduciary if you use annuities or life insurance. The Portfolio Waterfall planning process has taught me that annuities, life insurance, investments are all critical pieces of a person’s financial puzzle. That money can effectively move through products which creates efficiencies that would not have otherwise existed.”

“Our job is to help people not run out of money and the Portfolio Waterfall provides replenishing income without selling shares. Not only that, but the simplicity of the process helps me explain concepts to clients without selling confusing illustrations, reducing fees, or using performance graphs.”

“I have seen my AUM, annuity sales, and life insurance business increase since implementing the process. But the coolest part about it is that I am actually helping people spend more with less while protecting them from running out of money!”