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40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

Jason C. Lee, AIF®

Jason C. Lee, AIF® has 21 plus years of experience providing asset and wealth management through various investment and insurance strategies. Jason graduated from The University of Dayton with a bachelor's degree in Finance. While working towards his degree, he played football for the Dayton Flyers. Jason has received many distinguishing awards within the financial services industry and has qualified multiple years for the prestigious Million Dollar Round Table (based on sales), an independent association of the world's leading life insurance and financial services professionals which is based on sales. Jason is very active in the community. He has served as past President and Chair for "Champion's for Children," a non-profit organization raising money for Nationwide Children's Hospital. He is also involved with the Muscular Dystrophy Association, A Kid Again and Make-A-Wish Foundation.

Away from business, Jason enjoys golfing and spending time with his wife Amanda and their two daughters Gwyneth and Stella.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck