Learn From An Optimized Advisor: Jason Cillo, 21st Century Financial Group

Optimized Advisor Podcast

English - November 02, 2023 22:00 - 1 hour - 55.7 MB - ★★★★★ - 17 ratings
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Previous Episode: The Zandbergen Report Podcast: Long-Term Care Updates with Scott Heinila and Bart Zandbergen

Next Episode: The Zandbergen Report’s 6th Annual Holiday Wine Pairing Podcast

Scott was joined in studio in Boston, courtesy of Bill Bonk, by today’s guest Jason Cillo. Jason shared his journey, trials and tribulations and how he defines success today.

Jason Cillo is a holistic financial advisor and tax accountant from Milford, NH. He was born and raised in Milford and today owns two practices there, 21st Century Financial Group and Cillo Tax Services. Being a holistic financial advisor means his approach to financial/retirement planning for his clients’ is about looking at every aspect of one’s financial environment and then arranging those aspects to come together to create a personalized, tailored plan to achieve their goals and dreams. With over 15 years’ experience in the financial and tax industries he believes Social Security strategy, pension planning, income planning, investment planning, long term care planning, tax strategy/planning and legacy planning are all interconnected pieces of the puzzle that create one’s financial/retirement plans and how these puzzle pieces are arranged as a whole is what creates a holistic plan to meet his client’s financial goals. One wrong move could negatively affect the rest of the pieces. Jason holds a Bachelor’s of Science degree from the University of NH, a CRPC (Chartered Retirement Planning Counselor) designation from the College of Financial Planning, and is a published author of the co-authored book, 21st Century Retirement Rescue. As a fiduciary, Jason is always acting in the best interest of his clients at all times and finds great passion in helping people achieve their life -long goals and fulfill their retirement dreams.

In this episode you will learn the following:

How Jason battled cancer and how it helped change his outlook on lifeJason’s journey in financial servicesJason’s book, “21st Century Retirement Rescue”Roth Conversions

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This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected]