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Jason G

Series 65

New Braunfels, TX

PLW Financial

Jason Grohman is a financial advisor at PLW Financial in New Braunfels, TX, holding a Series 65 designation with eight years of industry experience. He has been with PLW Financial since 2017 and also serves as an active firefighter with the New Braunfels Fire Department. Prior to his advisory role, he was involved with Neighborly Lawn Care. PLW Financial provides financial planning, discretionary investment management, tax preparation, and ERISA plan advisory services to individuals, high-net-worth clients, and small businesses. The firm employs a primarily passive, long-term investment approach using low-cost, diversified index funds and ETFs, and it serves corporate and small-business clients alongside individual investors.

Cash flow / budgeting Debt management General retirement planning Passive / index investing General tax planning Self-Employed
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