Who We Serve

Our primary service is tax-focused retirement planning for clients close to/in retirement that want to save taxes, spend confidently, and live their best lives.

We offer services for first-generation wealth builders who are good savers but may not know how to optimize their savings and investments.

We also offer project-based financial planning services to help clients that may be a bit further away from retirement but want the peace of mind of working with a CERTIFIED FINANCIAL PLANNER® professional.

We love working with women! Jason has two sisters who are career professionals and, of course, he wants to help as many women like his mother receive fiduciary retirement guidance. Jason is a Purse Strings Approved Professional which means he’s been thoroughly vetted to offer services tailored to women. As of last count, over 70% of our clients are women led client engagements.

For the men, we have a transformational coaching program called, The Wealthy Gentlemen, offered through Keep It Simple Wealth Academy (not affiliated with KISFP) to go in parallel with our financial planning services. By joining The Wealthy Gentlemen, you will gain the skills to go from novice to powerful wealth accumulator in 8 weeks or less.

Unique Specialties:

Google Employees: We have worked with a number of Google employees to help them create financial plans and take advantage of all of Google’s excellent benefits and plan their retirements.

USC Employees: USC (The University of Southern California) has a vast benefit offering that we can help clients maximize.

Government Employees: If you are under FERS, need help with your TSP and optimizing your pension along with Social Security, we can help.

First and second-generation Latino immigrant families: Jason has been working in the Southern California Latino immigrant community doing financial coaching since 2016 helping families. Mostly in East Los Angeles. He understands the unique cultural aspects of finances within Latino families. (Jason does not speak Spanish fluently so he can only work with English speaking clients.)

Giving Back:

We also love to give back! One of the ways we do that is to partner with local non-profits to provide free workshops for local high schools, churches, and universities like UC Irvine and UC Davis.