ClearVision Planning LLC

and build income for life. He has helped and continues to help many individuals see the benefits of being proactive with their planning and how it can have a significant impact on their lives and their families' lives. At an early age, Jason’s father inspired him to pursue a career where he could really help people. His father was an Optometrist in Westerville for 40+ years and when he asked his father why he wanted to be an Eye Doctor. His response was simple, "because I knew that I wanted to help people and being an optometrist allowed me to help people see". This talk with his father was a defining moment in his life and has been a foundation for Jason in pursuing a career that always allowed him to strive to help people. His mission is to help people see the benefits of creating a holistic financial plan and deliver clear solutions to help clients reach their personal and financial goals. Prior to creating his firm, Jason was an independent financial consultant providing planning and education services to hundreds of participants at public and non-public companies around the U.S. that offer retirement plans, such as 401(k)’s. His previous experience, combined with his personal story, allows Jason to help families navigate the sometimes complicated and overwhelming process of building wealth by presenting complex strategies in an easy-to-digest format. Jason loves what he does and can’t wait to help you create a personalized ClearVision plan to make achieving your financial goals a reality. Currently, Jason resides in Westerville, OH with his family, and their dog named “Maui”. He enjoys spending time outdoors biking, hiking, and spending time with his family. They attend The Church of the Messiah. https://www.simplicitywealth.com/social-media-disclosures/