Jason Reiman, CFP®, EA Get Financially Fit!

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About Jason Reiman, CFP®, EA

By age 27, I had been married nearly a decade, paid off nearly $26,000 of debt in 22 months as a low-ranking Airman in the Air Force, and was on track to become a millionaire less than a decade later.

During this time, I realized that taxes and finances are complicated.

Through my core values of empathy, honestly, integrity, and excellence, I made it my mission to assist people through the most difficult transitions in life.

I know what it’s like to leave a wife, daughter, and newborn son behind at home in order to accomplish the mission. I also understand the complexities involved with leaving that life behind.

I know what it’s like to face the fierce giant called divorce and also what it’s like to come out on the other side a better person.

I understand the extreme grief and confusion surrounding the loss of a loved one and the tax and financial decisions that must be made.

I don’t sell financial planning. I sell objectivity infused with a great deal of empathy. I’m here to help.

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Recently Published

The Perils of Poor Estate Planning

February 13, 2018

Estate Planning… A term reserved for the ultra wealthy? Confusing, legal jargon, not intended for the average person? Au contraire! Don’t leave your loved ones like this. Proper and effective estate planning is an integral part of any high-functioning financial plan. In it’s simplicity, estate planning means you’ve gone through the thoughts, processes and functions […]

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Disappointment and Defeat

January 27, 2018

“You have been disappointed, you have undergone defeat during the depression, you have felt the great heart within you crushed until it bled. Take courage, for these experiences have tempered the spiritual metal of which you are made – they are assets of incomparable value.” ~Napoleon Hill This hit me pretty hard today… It’s from […]

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Investment Markets: Quick Lookback at 2017

January 11, 2018

Adios 2017! We’re already plugging away through 1st quarter 2018! Man, time flies! Last year was a good year! The highlight for me was a round-the-country road trip with my two amazing kiddos! …Something no investment could ever buy. Anyways, the markets proved to do well in 2017. Here’s a quick recap: The S&P 500 […]

The post Investment Markets: Quick Lookback at 2017 appeared first on Jason Reiman | Oro Valley Tucson Tax and Financial Planner.

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Ideal Clients

  • Divorcees
  • Generation X
  • Veterans
  • Widows/Widowers

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee

Fee Options

  • Monthly: $99+/mo + $1000 upfront

SEC Records

States Registered

  • Arizona

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