Basic Information
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Company
Exponent Advisors -
Phone
8323843180 -
Email
jlee@Smartgrouphouston.com -
Describe How You Would Like To Be Introduced Via Email
Most successful entrepreneurs have advisors already. They have tax advisors, lawyers, bankers, and someone managing their money. The question is, who on that team is playing quarterback and ensuring everyone's plan is working in concert to help them achieve their goals?
Jason and his team are the quarterbacks for their clients. They help craft plans that are inclusive of the business, the people as well as all of the personal assets and liabilities so you can see a snapshot of your life and make confident decisions knowing that you have the data to back them up. -
What is your "why"? Why do you do what you do?
I love to serve people and build meaningful long-lasting relationships. This industry allows me to focus on building a business that starts with relationships first. What a gift! -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
If something happened to you, who would run the company? What have you done to retain that person?
I know you know what you paid last year in taxes, but do you know your estimated life time taxes?
What is your business worth, and more importantly, why is it worth that? What things are hindering the value? -
About me
My life is built on the following foundations:
Faith - While I will never force my faith on others, I believe we all need some sort of driving force beyond what this world has to offer in order to achieve our very best. Imagine what you can achieve if you had unlimited confidence because of your faith.
Family - JOB 1! I can't do anything right if I am not leading, loving, and living with my family as my top priority.
Fitness - I have been on both ends of the spectrum when it comes to my health and I can say that without our health we have nothing. We are hindered and cannot function at max capacity. So I make sure to prioritize time for myself, manage my nutrition, stay active and support my friends who need help here.
Finances - I moved from Health to Wealth in my life and the relationship is very similar. We are driven by money and success, but without a plan on how to maximize our finances, we can fall short. There are no magic pills to get rich. But focusing on the fundamentals, working with great advisors, and being disciplined will get you where you want to be. -
Profession
I help privately held business owners retain their top talent, keep more of their tax dollars and ensure their business is maximizing its value in the market place. -
Title
Vice President -
Hobbies and interest
Golf, weights training, shooting, ministries. -
Website
https://exponentx.net/