Jason Peck

Jason Peck, a certified financial planner at Everwise Wealth Management, specializes in guiding agency owners toward wealth building. He highlights the unique financial challenges these owners face, like unpredictable income and reliance on business operations. Peck discusses the importance of diversifying wealth beyond the agency to mitigate risks and explores the nine core areas of personal financial planning. He also covers the pitfalls of focusing too heavily on tax efficiency and emphasizes the significance of solid estate and exit planning strategies.