Build Wealth.
Protect Legacy.
Retire With Confidence.
We make it simple for professionals and families to grow, protect, and pass on their wealth
— with clarity and confidence every step of the way.
Licensed. Independent. NAIFA Member.
Learn how it works
Jason Stevenson
Licensed Wealth & Legacy Strategist
“The truth is, most people I work with have similar goals — they just need a clear strategy that fits their life. That’s why I start by helping you focus on what matters most and go from there.”
- Jason
Your Guide to Financial Empowerment
Hi, I’m Jason. I help professionals and families protect what they’ve built and create a strategy that ensures their wealth lasts for generations.
My approach is simple: we start with where you are, clarify where you want to be, and build a strategy to bridge that gap — one that grows with you, protects what matters, and reflects your values.
The tools I use are modern, proven, and often centered around smart, insurance-based strategies that the wealthy have used for decades to grow tax-efficient wealth, leave lasting legacies, and create dependable income for retirement.
Depending on your goals, we typically focus on one or a combination of three core strategies — each designed to help you move forward with clarity and confidence.
“The truth is, most people I work with have similar goals — they just need a clear strategy that fits their life. That’s why I start by helping you focus on what matters most and go from there.”
- Jason
Different Goals Call for Different Strategies
Wealth Growth
Understanding Our Wealth Growth Strategy
You’ve worked incredibly hard to earn your income and build up a healthy savings. But if you’re honest, knowing how to make that money truly work for you—to grow beyond just sitting in an account—can feel like a real mystery. And you know what? You’re absolutely not alone in feeling that way.
Most people haven’t been taught how to make their hard-earned money earn them more money.
Fortunately, we have a proven ‘Wealth Growth‘ strategy, we can help turn your savings into a powerful engine for your future prosperity.
We implement a powerful approach called max-funded life insurance. This isn’t your average life insurance policy; instead of focusing solely on a death benefit, we intentionally overfund a cash-value policy—typically an Indexed Universal Life or Whole Life plan. Our goal is to prioritize tax-free growth and readily accessible savings.
This strategy offers remarkable advantages: it shields your money from stock market losses while consistently delivering annual growth, often in the impressive 4–6% range over time. What’s more, you can access your cash value tax-free through policy loans, completely free from age restrictions or early withdrawal penalties.
And here’s where it truly stands out: your money keeps working for you even when you’re using it. Your full balance continues to grow, providing you with exceptional liquidity, protection, and long-term compounding—all in one secure place, without having to rely on the volatility of Wall Street.
Legacy Planning
A Clear Plan To Protect Your Legacy
You’ve worked incredibly hard to build something meaningful—your legacy. Whether it’s a business, decades of savings, or wise investments, you want to ensure it reaches your loved ones exactly as you intend.
Legacy planning is more than just passing down money. It’s about protecting your assets from getting tied up in court, heavily taxed, or falling into the wrong hands due to unclear or outdated documents.
We help simplify this process. By combining permanent life insurance, living trusts, and precise beneficiary designations, we ensure your wealth goes where you intend—efficiently, privately, and with minimal tax burden.
This proactive planning helps you avoid common pitfalls: estate taxes, unnecessary income or capital gains taxes, probate delays, and even family disputes that often arise from vague plans.
Whether your priority is providing for your children, transitioning a family business, supporting a special-needs loved one, or making a lasting gift to a cause you care about—we’ll help you craft a clear, actionable plan. This blueprint honors your values and provides real peace of mind for those you cherish most.
Retirement Income
A Secure Retirement Income Plan
Retirement should feel like a reward—not a question mark.
But for too many, the idea of living off their savings brings more anxiety than peace. Common questions plague us: Will it be enough? What if the market crashes at the wrong time? How do I turn my savings into secure, reliable monthly income?
That’s where we come in. We work with you to create clear, dependable income strategies using tools that aren’t tied to Wall Street’s unpredictable ups and downs.
One powerful tool we often use is Indexed Universal Life (IUL) insurance. This strategy offers steady, compounding growth while actively protecting your money from stock market losses. Unlike typical retirement accounts, an IUL’s cash value won’t lose value when the market dips. Plus, once your money grows inside the policy, you can access it tax-free through policy loans—without age restrictions or early withdrawal penalties.
Beyond IUL, we’ll help you implement simple, effective income planning methods.
This includes strategically segmenting your savings for near-term and long-term goals, optimizing for low taxes, and ensuring your income remains consistent no matter what’s happening in the world.
By the end of our planning session, you won’t have a vague guess or just a hope for market performance. You’ll have a clear, executable plan and a precise expected income amount. You’ll know exactly what’s coming in, when, and how long it’s projected to last.
Whether retirement is 40 years away, five years away, or right around the corner, we’ll build a strategy that gives you the confidence to breathe freely — knowing your income is secure, your future is planned, and your lifestyle is protected.
You’ve Got Questions — Let’s Get You Answers
We’ll use your answers to better understand your situation, then we’ll either give you a quick call or invite you to schedule a no-pressure consultation — whichever you prefer.
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There’s no cost or commitment — just a conversation.
Answering a few simple questions helps us make the most of your time
— and gives you a clear first step forward.
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Hear From Those We've Served.
The Results Speak For Themselves
Built on Trust & Proven Expertise
Independant Firm
We're an independent firm, free from ties to any single product provider. This empowers us to offer unbiased solutions tailored precisely to your needs, without corporate quotas.
Chartered Life Underwriter
We hold the CLU® designation, representing advanced expertise in life insurance and its strategic uses. This means you receive sophisticated, tax-efficient solutions to protect your family and plan your legacy.
Member of NAIFA
As members of the National Association of Insurance and Financial Advisors (NAIFA), we commit to the highest ethical standards. This means you partner with professionals dedicated to ongoing education and advocating for your best financial interests.
Client-Centric Philosophy
At JS Legacy Partners, our focus is always you. We take the time to understand your unique aspirations and challenges, building personalized strategies that put your goals at the heart of every decision.