Jason Falick
Managing Director
Management
Dedicated to mentoring financial professionals and guiding clients with clarity and care.
Jason Falick is a Managing Director at Coastal Wealth, a MassMutual Firm, where he has proudly served since 2000. With a career rooted in mentorship, Jason has spent more than two decades helping financial professionals grow their practices and serve clients with integrity, knowledge, and personalized guidance.
Inspired by his father’s 55-year career in the insurance industry, Jason entered financial services to make a meaningful difference in people’s lives. He began by building a new unit of Financial Services Professionals and has remained committed to training and supporting others ever since. His management philosophy emphasizes education, ethical service, and long-term client relationships.
Jason received his Certification in Long Term Care (CLTC) in 2002 and is a member of GAMA, a professional organization focused on leadership and development in the financial services field. He also has deep experience with technology tools that help clients gain a holistic view of their finances and improve efficiency in their planning strategies.
Born in South Florida, Jason graduated from Florida Atlantic University in 1993. He lives in Coral Springs with his wife Jodi. Their daughter, now 21, is a technology recruiter for a top firm.
Career Snapshot
Over 20 Years of Experience
Mentoring Financial Professionals
Managing Director
– Coastal Wealth (since 2000)
Member – GAMA
(Leadership & Development Organization)
Bachelor’s Degree
– Florida Atlantic University (1993)
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My Approach
Knowledge is the key to a successful financial future. My background, experience, and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them.
This helps me recommend products and strategies designed to meet your current needs, and more importantly, your future needs.
My goal is to provide holistic, comprehensive financial services to individuals and businesses. I can help you make good financial decisions seeking to help avoid potential issues by providing you with superior client service focused on tailored, objective financial strategies, to help you reach your goals.
Our Six
Step Process
Six clear steps. One powerful strategy for your financial future.
Identify
your unique situation
and goal.
Gather Information
to prepare your strategy.
Managed
Analyze
your current portfolio to identify any gaps that may exist.
Present Strategy
review your goals and discuss recommended strateties
Review
strategies in place so you can make informed decisions & meet goals
Impliment
strategies to help you achieve financial freedom.
Solutions That Have Impact
Achieving your financial goals takes patience to create the kind of possibilities that money can buy. Whether you’re saving for a home, a college education, a dream project, or preparing for retirement, having a trusted financial professional can support and guide you to make solid decisions that can turn life goals into reality.
Personal Solution
Protection
- Life Insurance
- Disability
- Income Insurance
- Long Term Care
- Medical | Health | Dental
Retirement
Services
- 401(k)
- 403(b)
- 457(b)
- IRAs
- Roth IRA
- Defined Benefit Plans
Investment Products Services
- Annuities (Fixed & Variable)
- Brokerage
Investments
Estate Planning
- Tax Efficiency Strategies
- Charitable Giving
Business Solutions
Smart solutions for succession, compensation, and employee benefits. Helping businesses protect what they’ve built and plan what’s next.
Succession
- Buy-sell protection
- Key person coverage
- Buy-out funding
Qualified Plans
- 401(k)
- Simple/SEP IRAs
- Defined Benefit Plans
Non-Qualified
Plans
- Executive Bonus
- Deferred Compensation
- Split Dollar
Group Benefits
- Health Savings Account
- Dental Insurance
- Vision Insurance
- Life Insurance
- Long Term Care
- Disability Insurance
Disclosure:
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*Not all representatives can offer all services listed. Please consult our office for full details. Health & dental insurance offered by unaffiliated insurers.local firms are sales offices of massachusetts mutual life insurance company (massmutual), springfield, ma 01111-0001, and are not subsidiaries of massmutual or its affiliated companies.crn202408-949479
