Jason Tate

Personal Finance, Retirement, Investing
“With over 19 years of experience in the financial consulting business, Jason R. Tate is passionate about helping individuals, families, and business owners win with their money.”

Jason Tate Financial Consulting

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Jason R. Tate started Jason Tate Financial Consulting in 2007 in order to help clients make good financial decisions. From retirement planning to helping young families get started, Jason assists people of all ages to help them make informed decisions about their financial futures. Jason has been in the financial services business for sixteen years and have represented many companies. With three professional designations and working under a fee-based investment advisory framework, Jason helps his clients with designing a comprehensive financial plan that is based off experience and with some of the best tools available in the industry. Just like in sports, Jason believes if someone wants to be an excellent athlete, they should work with an experienced coach who has access to superior resources to produce the game-time results that they aspire to reach. This is very similar to what Jason offers at his firm.

Working as a fee-based registered investment advisory firm, Jason assist his clients with their investment needs with professional portfolio management services and full Social Security analysis. Jason has learned two major lessons after sixteen years in the financial consulting business. One, most people are not winning with their money. Not because they do not have good intentions, but because they do not know how to use the best tools in the industry to reach their financial goals. Second, most advisors are not winning with their money either. Again, not because they have bad intentions, but because through trial and error, they too have to learn the best tools that are available for their clients and how to implement them. He believes the key is working with an individual or firm that understands these "game rules" and can guide the client with a winning financial game plan.

As an advisor-client relationship is very similar to a coach-player relationship, it is Jason's philosophy that a winning team starts with excellent communication and trust. He understands that his clients are the most important part of his firm and always puts the client's interest above his at all times. Whether the client's current goals are to retire with surplus, retire with dignity, make a major purchase, or simply save for their next generation's education, Jason wants to help them make excellent decisions with their money.


BS, Business Administration, Union University

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July 2018

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What is an equity-indexed annuity?
60% of people found this answer helpful

An equity-indexed annuity is a hybrid between a fixed and variable annuity. It is a fixed annuity by legal statute, but it has offerings inside of it that allow the contract holder to invest in stock market indices such as the S&P 500, Dow Jones, and Nasdaq 100. One of the main features of EIA's are their ability to guarantee a floor to your earnings with no loss once earned. If your account credits from $50,000 to $53,000 in a given contract year, most EIA contracts will guarantee that you will not "back up" from $53,000 but rather earn $0 if the market loses the following year. EIA's offer fixed accounts within their contracts that offer a guaranteed rate for usually one year. Like almost all annuities, EIA's have surrender charge periods (usually 5-10 years) that encourage the contract holder to only withdraw a small portion if needed to help foster long-term growth. EIA's can be an excellent addition to a portfolio that is trying to mitigate risk but also add a growth component to a conservative approach. EIA's are commonly misunderstood in the general public, but a good investment advisor can provide the full features of the investment vehicle that could make a position in a well-balanced portfolio.

Jason R. Tate, ChFC, CLU, CASL

Jason Tate Financial Consulting

Company Website: jtfc.net


November 2016
    Banking, Investing
Where should I invest a large sum of money?
59% of people found this answer helpful
September 2016
How much money should I keep in my bank account?
57% of people found this answer helpful
September 2016
What is term insurance?
57% of people found this answer helpful
September 2016
Can someone like me invest a little and grow some money?
53% of people found this answer helpful
September 2016