CALL US: (888) 440-2468

CALL US: (888) 440-2468

have an annuity question?
have an annuity question?
MEET YOUR LICENSED ANNUITY SPECIALIST

Jason Soloman

contact me directly
Jason Soloman

MEET YOUR LICENSED ANNUITY SPECIALIST

Jason Soloman

Jason Soloman
contact me directly

Learn More About Me

My name is Jason Soloman, I specialize in helping Americans financially prepare for retirement with the proper use of annuities. I help clients all over the country find ways to generate more retirement income and see how to securely protect their money during these turbulent times.

Despite the current volatility in the market and the low interest rate environment, there are still strategies that you can put in place right now to ensure that you do not run out of income and keep your money securely protected from future market downturns.

While most financial advisors are more than happy to provide you with investment tips and growth opportunities for your portfolio, few financial professionals know how to actually convert your savings into a long-term sustainable income (and protect your money) so that you can spend with confidence when you retire.

I have two decades of experience in the financial services niche. While I started my career at a large firm, I soon became frustrated with the limited product choices, which made it difficult to customize plans based on my clients’ objectives. With that in mind, I founded Tactical Investment Advisors, a company that creates both investment and tax-related solutions.

In addition to working with clients, I also train and mentor other financial advisors, and have created (and manage) a hedge fund. I hold the Series 3 and Series 65 securities licenses, as well as a license for life and health insurance. I also earned a Bachelor of Business Administration degree from Western Michigan University.

My wife, our five children, and I reside in North Carolina. But even though my office is located there, I actually work with clients throughout the United States. Through our advanced technology systems, not only can we meet “face-to-face” virtually online, but we can also share computer screens so that we are all on the “same page.” That way, you can see first-hand how various income strategies may work for you and your specific goals.

I do my best to take the mystery out of annuities by answering some of the most commonly asked questions in a simple, personalized way. All of my meetings are conducted over the phone and virtually, which means you do not need to leave your home or have to visit me in my office.

Feel free to reach out if you are looking for retirement planning guidance and annuity recommendations to help you reach your retirement goals.

Sincerely,
Jason Soloman

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download our retirement guide
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