Monroe County: Deferred Compensation Plan

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    Financial Planning

    Jason Atwater

    Jason Atwater, CFP®
    CERTIFIED FINANCIAL PLANNER™ Professional
    (844) 337-5575
    Email

    Register for a free one-on-one appointment with Jason.

    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:
    Two types of financial plans

    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.

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    Contact Your Representatives

    Dennis Morihara
    Dennis Morihara
    Retirement Plans Specialist
    (585) 258-8290
    Email
    Jason Atwater
    Jason Atwater, CFP®
    CERTIFIED FINANCIAL PLANNER™ Professional
    (844) 337-5575
    Email