We are a boutique wealth, tax and risk management consultancy firm specializing in
wealth accumulation, asset protection, tax planning and wealth distribution.
At the Astwood Consulting Group our #1 job is to assist you in identifying your needs and problems while putting together a customized plan to address your specific concerns. A plan that's simple and easy to implement and understand.
J. Jason Astwood, LUTCF, FSCP, has over 15 years of experience in risk management, insurance, financial and tax planning, he is the Founder and CEO of Astwood Insurance, LLC, Union National Tax, LLC and the Astwood Consulting Group.
Jason attended Brigham Young University and The American College of Financial Services. Jason is also a Leadership In Life Institute graduate (LILI - NAIFA). He is the Past President of the National Association of Insurance and Financial Advisors (NAIFA - Utah Central).
Jason is the creator of The Financial Summit Solutions and The Critical Choice Program, these two strategic programs were designed to assist individuals, families and business owners find solutions to some of their most pressing problems. Jason has written an article title The Retirement Crisis In America, this unique article addresses some of the biggest dangers middle-class Americans are facing when it comes to their retirement security. For more information contact us.
Jason is happily married and has 3 amazing kids, he is actively involved in his community where he had served in many leadership positions in his local church, the Boy Scouts of America and has coached many youth sports teams. In addition, Jason also served a full-time mission for the Church of Jesus Christ of Latter-day Saints in the San Francisco, Oakland California area.
As a strategic advisor, Jason uses a holistic approach to retirement planning, wealth accumulation, asset protection and wealth distribution. Jason is the recipient of numerous industry awards for excellent performance.
Our highly trained staff has over 35 years of combined experience; in addition, our firm is associated with one of the top business and estate planning resource centers in the nation staffed with CPAs, Attorneys and Estate Planning Professionals.