Jason Atwater, CFP®
CERTIFIED FINANCIAL PLANNER™ Professional
Your CERTIFIED FINANCIAL PLANNER™ provides group education seminars about a variety of financial topics that can affect retirement savings, such as estate planning, saving for education, and setting long-term financial goals.
Receive Your Free, Personalized Financial Plan
Customized financial plans are available to you through your Monroe County Certified Financial PlannerTM (CFP®) professional, Jason Atwater.*
Choose between two types of plans, including:
Additional costs may apply: The Goal-Specific Financial Plan is $175, waived for balances over $100,000. The Comprehensive Financial Plan is $450, waived for balances over $200,000.
*Limited number of plans are available. Sign up now to reserve your spot.