Jason Aupperle Russell Email & Phone Number

If you are approaching or living in retirement after a successful career and seek to maintain a high standard of living without fear of outliving your money or what will become of your wealth; or if you are a senior executive, entrepreneur or independent professional and desire a comprehensive, long-term financial strategy to live your fullest life today, retire into the lifestyle of your dreams and have the option of passing on a legacy, then chances are I'm the right financial advisor for you.My father gifted me a philosophy of abundance: live a full life while building opportunities for others. Dad was a respected and successful mental health professional in private practice. His last few years were spent battling a rare disease, and he died by my side at the age of 66. While accomplished, Dad hadn't established a long-term financial strategy to cover his children's education, sustain his desired lifestyle in his healthy years, or give him financial peace of mind while he fought an expensive battle for his life; nor could Dad leave a financial legacy for the people and causes he cared about.Dad's story enlightened my mission: I'm hired by accomplished professionals like you who know WHAT to do but are not sure HOW to do it. With my established process, I will take the time to get to know you, to define what you feel is most important for your and your family's future, and design and execute a tax-sensitive, efficient plan to make it happen. We then partner throughout your lifetime to keep the plan on track, adapt to changing circumstances, and prepare your estate.My focus is positioning you for the expected while preparing you for the unexpected. We will align your prosperity with your purpose.I bring the same level of personal commitment to small to mid-sized businesses and non-profit organizations to establish or improve your employee retirement plans and/or endowments. I take the time to get to know your organization, ask questions to gain a deep understanding of its priorities and vision, and work with your team to align present assets and income with future goals. I will also educate you and your people along the way with regular financial workshops and seminars.BACKGROUNDOver 30 years, I built several small businesses in disparate industries and markets including hospitality in Prague; import/export between Europe, Asia, Africa and India; an educational franchise in Italy; and a Florida real estate investing company.I am the proud father of two daughters. They are the loveliest young women in the world, and they are my inspiration.