623 875 8500
ABOUT
ABOUT
RETIREMENT PLANNING BUILT AROUND REAL PEOPLE
At JTW Financial Services, we work with individuals who want clarity and confidence about their retirement. Our focus is simple. Helping you make informed decisions so you can retire when you want and remain financially secure throughout retirement.
As licensed Arizona insurance agents specializing in retirement services, we provide guidance built around income planning, risk management, and long term stability. We believe retirement planning should be understandable, personalized, and aligned with your real world goals.
MEET THE TEAM
1
JASON WALTER
Owner. Licensed Arizona Insurance Agent
Jason is a retirement product specialist with over 20 years of experience in the annuity 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
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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 firsthand experience as an annuity client.
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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.