Our Testimonials

Jason is a very trustworthy individual to share your financial information with!  He takes the time to simplify and explain all the ins and out of building a portfolio, investing monies, and saving for retirement.  I met Jason in my middle years of teaching and he helped me develop a savings plan along with my private savings. He checks in quarterly to see if WE need anything, which is very helpful for us during our busy lives. He is always ready to meet face to face and go through life changing financial changes when you need him.  We are very pleased with all the advice he has given us and I am so happy to have him in my financial corner as I move into retirement and the Social Security world!  Thanks for all your support!

Sincerely,

Elizabeth Hatab

Relationship to investment adviser: Current client.

Compensation: This promoter received no compensation.

Conflicts of interest: There are no material conflicts of interest.

Client experiences will vary. Your experience may not be the same as what is expressed in this content and is no guarantee of future performance or success.

Jason Koch was instrumental in helping me consolidate some retirement accounts of an elderly relative, who didn’t even know what she had accumulated over her 40 years working as a nurse.  He handled all of the transfer red-tape and paperwork with the various financial agencies and it is now soundly invested with IFG and we are pleasantly surprised at its returns in the short time it has been in Jason’s hands.  I would highly recommend Jason, without hesitation, for any financial needs.  He is extremely knowledgeable and incredibly responsive in any type of communication.

-Judith Feierstein

Relationship to investment adviser: Trustee of a current client.

Compensation: This promoter received no compensation.

Conflicts of interest: There are no material conflicts of interest.

Client experiences will vary. Your experience may not be the same as what is expressed in this content and is no guarantee of future performance or success.

Diane and I first met Jason through Diane and the West Allis/West Milwaukee School District.  We found Jason's knowledge of investing Diane's needs to be very knowledgeable and helpful. This suited us perfectly during her time with the school district.

As I was eligible at age 59.5 to move my 401K money from my work investments, Jason came to our house and together we talked out our best options to meet our retirement goals.  Having worked with my employer for 45 years and now that I am 64 and newly retired, I had a substantial amount of money to reinvest.  I can honestly say that Jason was the right person to discuss our needs with. Our son, Ryan, is very knowledgeable in finances, so we asked his input when we were meeting with Jason as well.  He joined in via facetime and had many, many questions for Jason that Jason was able to answer and assure us that we were making the correct move with my investments from my 401K funds. Since then, both our children are Jason's clients for their investment options as well.

We have grown to consider Jason a friend as well as our financial advisor.  Any time that we have a question, Jason is quick to return our calls/emails with the answer or advice regarding our questions. We have a long-standing relationship with Jason in the financial world.

 If you are looking for the right person to help plan out your investments and/or retirement, we HIGHLY recommend Jason to fit your needs.

Yours in Retirement,

Scot and Diane Lutzen

Relationship to investment adviser: Current clients.

Compensation: This promoter received no compensation.

Conflicts of interest: There are no material conflicts of interest.

Client experiences will vary. Your experience may not be the same as what is expressed in this content and is no guarantee of future performance or success.