Credit Repair Services, Fixing Credit, Credit Restoration.
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California 401(k) Plan Fiduciary Advisor with 25+ years of expertise providing small to mid-sized companies with 401(k) and 403(b) plan fiduciary oversight, plan governance to mitigate risk, optimize plan design, and ensure compliance. We help plan committees maintain a structured due diligence process following ERISA and DOL rules to minimize legal liability. Our action-driven employee education strategies are engaging and improve retirement readiness through on-site and virtual live seminars and individual employee consultations.
Mr. Willis opened his first company BNW Financial Services, Inc. in November, 1990. During the first few years BNW Financial specialized in raising funds for the financing and funding of production and prints & advertising budgets for major motion pictures requiring the capitalization of millions of dollars. In 1996 Mr. Willis purchased an Irish company called Brockstar Limited 1996, opening numerous affiliate companies worldwide thereafter. During these years working with GSM-102, the OPIC and the IFC and MIGA of the World Bank Group including numerous European banks, companies and trusts, Brockstar became extensively involved in arranging funding for large scale projects with budgets ranging from 10 million USD up to 200 million USD plus. Brockstar has been in business for over 29 years as a full service financial group specializing in large scale project funding on a global basis.
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Understanding income streams during retirement. How much money will there be in your retirement plans and IRA's? How much income will that provide you? How many years of income will that provide? Will you run out of money before you run out of time? These are all common questions surrounding retirement income planning. There are studies showing that a 4% withdrawal rate may not be the "safe" withdrawal rate that the financial press has lead everyone to believe. We build strategies to help you understand how your retirement income streams can work and how you can potentially generate a greater income with a larger portion of it guaranteed through and combination of withdrawal strategies and product selection. Please click here to download a White Paper published by Dr. Wade Pfau studying markets, withdrawals, and actuarial sciences.
What's it like to work with Jason Financial Services? First of all, we're relatable--open and easy to talk to--on a relaxed, first-name basis right from the start. We want to make it simple for you to access all the benefits of our comprehensive financial planning and investment management services.
Talking about finances and investing can be overwhelming. I strive to eliminate intimidation and simplify the wealth of information available by tailoring my knowledge to your unique story. With an established 5-step process, I assist in identifying your goals and risk tolerance, and crafting a personalized roadmap towards financial success. Whether it's retirement planning, navigating life milestones or business ventures, my team and I are your dedicated partners in finding solutions and charting a clear course forward. Proudly serving the Orange County community throughout my career, I embarked on my financial journey after graduating from Chapman University in 2014, starting at Merrill Lynch. Subsequently, I served as financial advisor at Raymond James before finding my home, here at Edward Jones. My commitment to guiding individuals and families through their financial landscapes has only deepened with time and I am so grateful to get to do what I love, every day. Beyond the office, you'll often find me, my husband, our son and twin daughters soaking up the California sun. Whether paddle boarding, boating or savoring a meal on an outdoor patio, we are our most joyous outdoors. As a family, we are also involved with the Michael J. Fox Parkinson's foundation, a cause very close to our hearts.
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RS Crum is a fee-only financial planning and investment management firm located in Newport Beach, California serving clients in Orange County, surrounding areas, and across the country. RS Crum specializes in providing objective financial advice to help clients manage, grow, and protect their assets during their working lives and through retirement. As fiduciary consultants, we prefer to serve our clients - not sell to them.
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