American Retirement AdvisorsJason Tweet
Generational Wealth Strategist
You built something. Jason's whole job is making sure it reaches the people you built it for, intact.
Most firms hand inheritance questions to whoever answers the phone. We built a dedicated role for it. Homes, accounts, businesses, and the values that go with them, passed on without losing them to taxes, probate, or confusion.
Scottsdale office · (602) 281-3898
A segmented plan or a siloed plan isn't a plan.Jason
Sound familiar?
- Your will is from another decade, and your accounts have changed since.
- The beneficiary forms on your accounts and the trust say two different things, and nobody has checked.
- You own a business, and there is no plan for the day you stop running it.
- Your kids are in very different situations, and "split it evenly" is not really the answer.
- The plan for all of this is "we'll figure it out later."
Jason starts with an Inheritance Game Plan: what is working, what is exposed, and what to do about it, in plain English. Then he quarterbacks it with your attorney and your CPA so every document finally says the same thing.
What it is like to sit with Jason
- He looks at the whole picture, not one account at a time. A segmented plan is not a plan.
- He finds the places where the documents disagree with each other. That is where families lose money and time.
- He works with your estate attorney and your tax professional, not around them.
- He gives you a game plan you can read in one sitting and act on this month.
Three steps. Then you decide.
or call the office and ask for Jason
Your Discovery Day with Jason
Takes about a minute. Adam from our office calls you back to set the time, in the Scottsdale office or on Zoom, whichever you prefer.
- About an hour with Jason.
- Bring whatever is keeping you up at night. That is the agenda.
- Discovery Day, not decision day. You decide when you are ready.
Rather talk now? (602) 281-3898
Request your Discovery Day
We will call you to set the time.
Got it. Adam will call you.
Usually within one business day, to set up your Discovery Day with Jason. Would you rather pick a time yourself right now?
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Watch before you meet Jason
Beyond One Generation: short answers to the questions families ask about passing on what they built. Inherited IRAs, beneficiary mistakes, and the sentence that costs families the most: “we'll figure it out later.”
Subscribe on YouTubeStart with the Inheritance Game PlanBeyond One Generation · @beyondonegeneration
Things Jason says in almost every meeting
We put all the pieces of your retirement together into one clear, confident plan, so you can enjoy the rest of your life and pass it on.Jason
Where Jason spends his days
Someday your family will open a folder
Everything in it will say the same thing, and they will know it was what you wanted. That is the job, and it is the only thing Jason does.
Scottsdale office
8501 E Princess Dr, Suite 210
Scottsdale, AZ 85255
Monday to Friday, 8 AM to 5 PM Arizona time
Call the office and ask for Jason, or request a time right here on this page and we will call you to set it up. Office or Zoom, your choice.
Book a Discovery Day(602) 281-3898