Hi, I’m Jason Slone, PhD, CCFC

 
 

About Me

I’m a fiduciary Financial Advisor (and dolphin tour guide, and musician, and philosopher, and Dad and Husband…) who specializes in “lifestyle planning” for successful retirees and near-retirees (45+).

If your life motto is, “work like a Captain and play like a pirate,” then we might be a good fit.

What is “lifestyle planning”?

Lifestyle planning incorporates all areas of traditional financial planning (investment management, cash flow/debt budgeting, tax planning, insurance, and estate/legacy planning) with the goal of making your money support your lifestyle and cover major life events (retirement, college, vacations, move, etc.).

My goal is to help you enjoy life to the fullest without running out of money — or dying with too much.

My “fiscal-osophy” is to Die With Zero because living a rich life is better than dying rich.

Where do you want to live? What hobbies do you love? What “life work” do you want to do?

Do you want to…

  • Travel?

  • Move to the beach?

  • Buy a boat?

  • Take a sabbatical?

  • Write a book?

  • Send your kids to their dream school?

  • Start a business?

  • Do charitable giving?

Whatever your goals are, I’ll help you put together a financial plan for how to make it happen.

You’re the Captain of your ship.

I’ll be your Chief Mate, your thinking partner and expert guide, keeping watch so you can kick off your shoes, put your feet up, and enjoy the journey (and perhaps a margarita).

Importantly, I’ve walked the walk.

A few years ago, my wife and I made a plan to live the “salt life” near the ocean.

We figured out how to do it financially, and made a plan.

We sent our kids to affordable colleges (which they love).

We bought a house with a pool in Savannah, GA.

We joined the Freedom Boat Club (woohoo - no more boat maintenance for me!).

We sing and play music.

We teach college classes.

We work on boats on the weekends and in the summer. 

We are active in the Savannah Parrot Head Club, a fun charity that loves to “party with a purpose.”

We dreamed of living this lifestyle, so we made a plan, and we made it happen. 

You can, too.

What’s your dream life?

I’ll help you figure out how to make your money support the life you want.

You just need a plan.

If this sounds like something you’d like, then reach out and let’s talk.

Life is short, and you deserve to live it exactly as you want to. 

Don’t wait, click here to book a free no-pressure consultation with me today.

Phins up! #iykyk