Jason Valentin

Financial Advisor, avid sports fan, family man

[Jason Valentin @JasonValentinNM]

Running the #NYCMarathon was one of my most memorable moments in 2022. It was the first of what I expect to be a yearly tradition for me. What made this run possible, were the months of training (30+ miles weekly) The marathon was 5 months long, and the victory lap was on Sunday.

[Jason Valentin @JasonValentinNM]

When you’re feeling like life is a little off-balance, remember—you can’t control everything, but you can control your financial plan. Let’s get started on yours today.

[Jason Valentin @JasonValentinNM]

Economic growth remains strong, but rising interest rates and inflation pressures are creating new risks for investors. See the latest market commentary from Northwestern Mutual Wealth Management CIO Brent Schutte. https://t.co/J1xSLTUMcC

[Jason Valentin @JasonValentinNM]

No one can predict exactly what retirement will look like. That’s why having a plan that can adapt matters. Let’s talk about ways to create flexibility and confidence for whatever retirement brings. https://t.co/wZVQ9EfUSY

[Jason Valentin @JasonValentinNM]

Financial spirals were so last year. I’m ready to meet you where you are, ask better questions and uncover more opportunities to help you flourish.

[Jason Valentin @JasonValentinNM]

To-do lists never end, but the right financial plan can make them feel less overwhelming. Don’t crash out, let’s meet and discuss your next steps.

[Jason Valentin @JasonValentinNM]

The Fed raised rates to try to bring down inflation as economic data continued to be strong. Chief Investment Officer Brent Schutte explains the data and why it calls for a measured approach. https://t.co/Z64rRBRoVr

[Jason Valentin @JasonValentinNM]

Fall is the perfect time for a financial reset. Review your benefits, taxes, and retirement contributions before year-end deadlines. Reach out to me, and we can build a personalized plan together. https://t.co/KJvVvg26Tv

[Jason Valentin @JasonValentinNM]

There’s nothing wrong with being in your financial planning era. That’s where I come in. Let’s work together on your path to financial freedom.

[Jason Valentin @JasonValentinNM]

Your grandkids may be one of your biggest financial priorities—but they shouldn't jeopardize your own well-being. Here are smart ways to help build their future while protecting yours. https://t.co/mP78mGRbP0

[Jason Valentin @JasonValentinNM]

Helping people succeed during times of uncertainty is what I do best. All it takes is a deep breath and the right financial plan.

[Jason Valentin @JasonValentinNM]

For the most part, getting married is beneficial when it comes to Uncle Sam. I can help work through the details as you and your partner build your life together and plan for the future. https://t.co/anzqRN4h22

[Jason Valentin @JasonValentinNM]

The best financial plans can weather even the worst economic storms. I can help you overcome uncertainty with confidence. https://t.co/xZoKgWXBYG

[Jason Valentin @JasonValentinNM]

Looking for peace, calm, clarity and more? It all comes with the right financial plan, and I can help you get started.

[Jason Valentin @JasonValentinNM]

The economy remains resilient, but rising interest rates and pressure on consumers could create challenges for markets. Here’s why diversification remains important in today’s environment. https://t.co/Rt3GSOP2pO

[Jason Valentin @JasonValentinNM]

Youth sports are a big investment—and not always in the ways you might expect. Before the next season starts, it’s worth understanding the full financial picture. https://t.co/do5sQWnOHr

[Jason Valentin @JasonValentinNM]

Markets are still near record highs, but the economy remains uneven. Our latest commentary looks at recent inflation, consumer, and small business data—and why diversification continues to matter for long-term investors. https://t.co/euyXHxQ5X1

[Jason Valentin @JasonValentinNM]

All these improvements and more could be yours—it all starts with a conversation. Reach out and let’s talk.

[Jason Valentin @JasonValentinNM]

When life feels like a lot, listen to your inner voice. Especially if it’s telling you to reach out to me so we can get started on your financial plan.

[Jason Valentin @JasonValentinNM]

Stocks moved higher as stronger economic data and corporate earnings helped offset concerns about a softer labor market. See what this week’s market moves could mean for your financial plan. https://t.co/m1x2XtKNgd

[Jason Valentin @JasonValentinNM]

Inflation is making this back-to-school shopping season more expensive for most families. Let's talk about how to plan ahead so seasonal expenses don't throw off your bigger financial picture. https://t.co/0Y6QcoxMWc