Jason Stanley, Social Security & Medicare Consultant
Jason Stanley
Managing Director, Dancing Tree Ventures
Professional Profile
Jason Stanley, a seasoned Managing Director at Dancing Tree Ventures in Apex, NC, brings over 22 years of experience in the financial advisory field, with a dedicated focus on supporting veterans. As a Certified Financial Planner (CFP), Jason specializes in navigating the complexities of IRMAA and veterans' health benefits, ensuring his clients receive the resources they deserve.
As a certified professional, Jason Stanley has completed the National Social Security Advisor (NSSA®) certification and the IRMAACP™ training in Medicare planning, bringing specialized expertise in Social Security and Medicare planning to clients.
What sets Jason apart is his commitment to truly understanding his clients as individuals. He believes that building meaningful relationships is key to effective financial planning. This personalized approach allows him to craft tailored strategies that align with his clients' unique situations and goals.
Outside of his professional life, Jason enjoys reading and cherishes time spent with his wife of 15 years and their two wonderful children. This grounding in family values enriches his practice, as he understands the importance of long-term planning for the future. Trust Jason Stanley to guide you through the intricacies of financial planning with expertise, compassion, and a focus on service for those who have served our country.
Contact Jason
How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.