Jason Cillo has been in the financial and tax industry since 2007. As a Chartered Retirement Planning Counselor, Jason specializes in a holistic approach to one’s financial wellbeing (income planning, investment strategizing, tax planning and strategizing, Medicare/ health, long term care, estate planning, legacy planning, etc). He believes that every aspect of one’s financial well-being is interconnected like a spider web. If you make a misstep with one aspect of one’s financial situation it can affect the whole plan. “Always build from the ground up, you have to start with a solid , stable, sustainable foundation before you can build the rest of the plan”…is one of his mottos as well as…”It doesn’t matter how money you have, it is all about how much net spendable income you can generate!”
