Trusted guidance &
comprehensive solutions

for over a decade

Jason Stockmaster Headshot

Our Founder


Jason serves clients by developing integrated financial plans that focus on four key planning areas, PROTECTION, INVESTMENT, RETIREMENT, and ESTATE. Utilizing a thorough process, he enjoys helping families and business owners navigate their unique planning needs. Trusted guidance and comprehensive solutions are cornerstones of his practice.

Our Process


One thing our clients appreciate about working with us is that we don’t believe in cookie-cutter financial services or a one-size-fits-all approach. Instead, we follow a meticulous process designed to help get to know each client’s situation, goals and level of risk tolerance so that we can make appropriate recommendations to meet their needs. Everyone is different and we may amend our approach to suit a specific client, but in general, we utilize the following process to help those we're privileged to serve.

Stockmaster Our Process graphic

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8300 Tyler Blvd Ste 205
Mentor, OH 44060

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