The Team

Netherton & Associates
Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Jason Netherton

Jason Netherton

Private Wealth Advisor

More about me...

Designations

CRPC®

Top Areas of Focus

  • Social Security Retirement Benefits
  • Retirement Planning Strategies
  • Wealth Preservation Strategies

Education

The University of Akron, BSBA Finance

VISIT MY WEBSITE

Our Staff

Casey Beswick, MBA

Client Service Associate

Client Service Specialist