Jack Stagg, Cfp, Chfc Email & Phone Number

My goal is to help others improve. I'm a firm believer in building good habits to achieve long-term success, and this is one of the key principles I instill in the people I work with. As a third-generation financial professional, I am proud to carry on my family’s legacy and help successful people make wise decisions so they can live their best lives.As part of my ongoing effort to add value for his clients, I offer a unique educational approach helping many successful professionals, retirees, physicians, and business owners “MAP out” their goals using the Macro Assets Perspective® model. Whether people are working to grow their assets or using their assets to provide retirement income or a legacy, I have found that nearly everyone I meet with benefits from the principles, processes, and strategies outlined in the Macro Asset Perspective®.Whatever stage of life you are in, whether you are working to grow your assets or your assets are working to provide your retirement income, you are likely to glean value from the principles, processes and strategies I can offer.I can help you implement a balanced approach to your personal accumulation & income combining time-tested principles of risk management with sensible strategies.Give me a call at 918-671-9505 or shoot me an email at jack@edisonwealth.com and let's chat!

• 

  University Of Oklahoma

  Bachelor'S Degree