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Jason Waugh, CFP®

Jason Waugh, CFP®

Wealth Management Advisor

608-662-8781

608-828-9334

jason.waugh@thirdcoastadv.com

I’m a wealth advisor, primarily, for a select group of successful professionals who are 5-10 years from retirement, who among other things aspire to live a purpose filled retirement.

Have you ever tried to put together a jigsaw puzzle without the picture on the box?  That would be hard, right?  My clients seek solutions to these financial puzzle pieces:

  • Full protection of their income and assets
  • To retire with optimal wealth
  • To pay the least amount of taxes in their working years and in retirement
  • A plan that ensures they never run out of money
  • To leave behind a lasting legacy

Knowing this, we’ve developed and refined a process that puts all the pieces of the financial puzzle together for our clients, we call it The Living Balance Sheet®

If you would like to learn more about how my team and I work with you to solve your unique puzzle, please contact me via email at jason.waugh@thirdcoastadv.com or book an appointment by clicking here.

Check out my guest interview, Family Money Talk, with Jean Latham on A New Golden Age podcast.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.

 

Contact

Office: 262-746-9270

Toll-Free: 866-993-2985

Fax: 262-746-9277

1166 Quail Court

Suite 100

Pewaukee, WI 53072

Series 6, 7, 24, 53, 63, 65

jason.waugh@thirdcoastadv.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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This website is intended for general public use. By providing this content, Park Avenue Securities LLC is not undertaking to provide investment advice or a recommendation for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial representative for guidance and information that is specific to your individual situation.

Third Coast Advisors Inc. is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 1166 Quail Court Suite 100 Pewaukee, WI 53072, 608.828.9800. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY.  Third Coast Advisors, Inc. is not an affiliate or subsidiary of PAS or Guardian. Third Coast Advisors, Inc. is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor.

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License Numbers

2021-115342 Exp 01/23