Defining Opportunities

Financial planning is the foundation for experiencing

Financial planning is the foundation for experiencing

Defining Opportunities

NEW OPPORTUNITIES

Light shining

Financial Strategies for
Every Stage of Life

Money is what affords us our current lifestyles, but it is financial planning that can allow us to keep going and live out our lifestyles how we most desire. Planning in a cohesive manner to target both short-term goals and long-term goals can bring balance to keep the mind at ease. It can bring us the comfort to live each day without financial concern.

Achieving a balanced mindset of living for today while preparing for the future could provide results that are more aligned with your vision.

A Dynamic Path To Build on Your

Success

The Vision

A vision for your future is not a guarantee for how your life will unfold. Rather, it becomes our foundation for which we use to create an optimal financial path of least resistance to turn your vision into your reality.

Investments Wealth Management Insurance Protection Business Planning

Estate Planning Tax Strategies Retirement Planning Fee-Based Financial Planning

Who We Are

Practical Pragmatists

Demonstrating the use of factual data during the planning process to make informed decisions and minimize risks that could otherwise be based on “hope” for the future.

Skillful Strategists

Using financial techniques that compliment each other through cohesive alignment across a client’s entire balance sheet to build, preserve, and distribute wealth.

Thoughtful Confidants

Listening to clients in ways so that we can incorporate their goals, values, and needs into a personal financial planning experience that is specific to them.

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Meeting Room

No compensation was paid to these clients for their testimonials. Their experience may not represent the experience of others nor predict future results.

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This website is intended for general public use. By providing this content, Park Avenue Securities LLC is not undertaking to provide investment advice or
a recommendation for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial representative for guidance
and information that is specific to your individual situation.
Richard Jasper is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services
offered through PAS, member FINRA SIPC . Certified Financial Services is not an affiliate or subsidiary of
PAS or Guardian. Jasper CA Insurance License #OE49798.
7436119.1 Exp 12/2026

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