623 875 8500
ABOUT
RETIREMENT PLANNING BUILT AROUND REAL PEOPLE
At JTW Financial Services, we work with individuals who want to invest their retirement funds with very little risk. We want to find asset growth when possible, but maintaining principle is key.
As licensed Arizona insurance agents specializing in retirement services, we provide guidance built around income planning, tax advantages, and long term growth. We believe retirement planning should be understandable, personalized, and aligned with your real world goals.
WHAT WE DO
HOW WE HELP YOU PREPARE FOR RETIREMENT
We specialize in retirement focused strategies designed to protect your savings and create reliable income
WHY WORK WITH US
EXPERTISE THAT WORKS IN YOUR FAVOR
-
We have 19 years in the same Surprise, AZ location
-
A focus on SAFE investment options. No market risk to principal loss
-
Agents that pay attention – most agents never service their policies after the initial sale, we maintain for the life of the investment
-
Independent carrier relationships,. This means we have access to
hundreds of the best products
-
Most big brokers don’t care about you until
you are worth a MILLION or more with them. We care about every dollar invested and treat our clients like family -
Honesty is our primary focus. Insurance agents get a bad rap, and often for a good reason. Our laid-back, education-style discussion of annuities, are how we would want to be treated.
MEET THE TEAM
1
JASON WALTER
Owner
Jason is a retirement product specialist with over 20 years of experience in the industry. He has spent his career analyzing insurance contracts to identify the specific features that best serve each client’s unique retirement needs.
His approach is built on education, transparency, and long term value. Jason focuses on helping clients protect income, manage risk, and build retirement strategies designed to last.
2
JOHN WALTER
Senior Account Manager
John brings a unique perspective to retirement planning. After a 25 year career in law enforcement, including service as a police captain and chief of police, he entered the financial services industry with first-hand experience as an annuity client.
With nearly 20 years as a retirement planning customer and over a decade as an advisor, John understands retirement from both sides of the table. His background emphasizes discipline, trust, and client advocacy.
CLIENT FEEDBACK
TESTIMONIAL
LATEST POSTS
CLIENT FEEDBACK
START CONVERSATION
Planning for retirement does not have to be overwhelming. A simple conversation can provide clarity and direction.
623 875 8500
11327 W. Bell Rd #100
Surprise, AZ 85378
BUSINESS HOURS
Monday to Friday
9:00 AM to 4:00 PM Arizona Time