We are a proud, family-owned firm and fiduciaries, dedicated to serving clients across the U.S. and internationally with integrity and respect since our founding in 1980. Established by Jason and Jarad’s family, our team became complete when Mike, a trusted friend and partner of nearly 25 years, joined us.
Together, we’ve crafted a no-fee, client-focused approach that puts your financial well-being at the center of everything we do. Today, clients across the nation have entrusted us with nearly $60 million in personalized financial strategies.
With access to one of the industry’s most extensive networks—partnering with over 75 A+, A, and A- rated companies, and quoting from over 1,000 insurance products—we offer a breadth of options for insurance, long-term care, and guaranteed lifetime income solutions. This flexibility allows us to tailor recommendations to best meet your unique needs and goals.
Guided by our KISS (Keep It Simple and Straightforward) philosophy, we ensure every client fully understands their options. Our straightforward, no-pressure approach empowers you to make confident, informed financial decisions.
Our team’s expertise is supported by licensing that exceeds state standards and prestigious certifications, including CRPC (Chartered Retirement Planning Counselor) and CLTC (Certified in Long-Term Care). These credentials underscore our commitment to providing knowledgeable advice and safeguarding your financial future.
Continue below to learn more about Jason, Jarad, and Mike, and the passion they bring to serving you.
Jason Stolz, CRPC, CLTC, is a highly respected financial professional with nearly 20 years of experience in the insurance industry. As a graduate of Auburn University, he is licensed in Georgia and is renowned for his deep expertise in life insurance, annuities, and long-term care planning. His commitment to providing tailored solutions has earned him a reputation as one of the top professionals in the field.
Outside of his professional achievements, Jason is passionate about music and film. He enjoys spending time with his family, including his wife Kaylyn and their child.
Jarad Stolz, CRPC, CLTC, is a dedicated financial professional with nearly 20 years of experience in the insurance and annuities industry. A graduate of Georgia Southern University, and licensed in all 50 states, Jarad is known for his extensive expertise in life insurance and annuities, with a focus on serving the unique circumstances of the special needs community. His deep understanding of the challenges faced by families caring for loved ones with special needs has earned him the respect and trust of this community.
Jarad's commitment to providing tailored financial solutions ensures that special needs individuals are cared for, both during and after the lives of their caretakers. Families across the nation have benefited from his knowledge and compassion, allowing them to secure the future of their loved ones with peace of mind.
In his free time, Jarad enjoys watching his two young boys excel at golf and baseball, and spending time with his wife, Catherine.
Michael Dusombre, CRPC, CLTC, is a highly regarded financial professional with a wealth of experience working with consumers. A graduate of Georgia Southern University, Michael is licensed in nearly all 50 states and possesses extensive knowledge in life insurance, annuities, long-term care, disability income, and both domestic and international travel insurance.
Having originally come from a marketing background, Michael brings a unique perspective to solving the more complex challenges that consumers face when choosing insurance products. His ability to navigate these complexities has earned him significant respect within the insurance industry.
Michael enjoys coaching his son's football team, attending his daughter's dance recitals, and spending quality time with his wife, Michelle.