Navigating financial independence.
Jason Melvin, ChFC
Wealth Management, Financial Planning, and Life Insurance
Our team has years of experience serving clients in the technology, creative, healthcare, retail, education, government, and small business sectors. As a leader in the Los Angeles area, Jason has earned a reputation for excellence and service. Work with one of the largest & most well-respected Northwestern Mutual providers in California.
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Tax-Efficient Strategies
Smart techniques can help you make better decisions.
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Estate and Legacy Planning
Create a well-informed plan for your loved ones.
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Retirement Planning / Investments
Balancing assets and taxes becomes even more important as you age.
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11111 Santa Monica Blvd Ste 1100, Los Angeles, CA 90025
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No-obligation, hassle-free, free conversation around your financial goals and needs.
424-235-3182
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Send us a note to hop on the calendar.
jason.melvin@nm.com
Tax strategy
Develop tax efficient savings models, focusing on the attrition of your assets ensuring you’re not overpaying in taxes.
Financial management
Help with debt management, budgeting for major life purchases and creating a well-balanced financial strategy.
Risk management
Protect your income due to disability, determining proper life insurance coverage, evaluating characteristics of disability policies.
Investing
Retirement accounts, tax efficient investment accounts, college education funding, diversification, risk assessment and time horizons.
Student loans
Refinance and consolidation options. What makes the most sense based on your career track.
Retirement & 401K
Advice on what to do with retirement accounts and large injections of cash, diversifying it to create long- term wealth.
Follow @jasonmelvinfinance to stay connected.
Financial Planning
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Wealth Management
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Investing
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Life Insurance
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Retirement Planning
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401K Management
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Income Annuities
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Financial Planning – Wealth Management – Investing – Life Insurance – Retirement Planning – 401K Management – Income Annuities –