**For Pre-Retirees & Retirees Aged 55+ Or Older with $250k+ in Investable assets**

STEP 1: Watch No-Cost Training Video

Top 3 Retirement Mistakes That May Cost Many People 30%
Of Their Nest Egg At Retirement

STEP 2: Schedule No-Cost 1-on-1 Retirement Planning Consultation

Spaces are limited due to scheduling availability... 
Our retirement strategies work best for those with investable assets of at least $250k+.
Complimentary Gift: When you schedule your consultation today, we’ll instantly unlock three complimentary video masterclasses for you :
(1) “The Top 3 Ways You’re Unknowingly Sabotaging Your Financial Future (and How to Fix It While Elevating Your Lifestyle),”
 
(2) “Top 3 Retirement Mistakes That Could Cost You 30 % of Your Nest Egg,”

(3) “Three Tax-Saving Tactics the Ultra-Wealthy Use to Legally Shield Six- to Seven-Figure Gains on Highly Appreciated Assets and Retirement Accounts.”

Brought To You By:

Jason Stuber - Bayfront Wealth & Insurance LLC

Jason Stuber is a fiduciary financial planner and founder of Bayfront Wealth & Insurance, where he helps Gen X
professionals and families achieve financial security, build lasting wealth, and enjoy peace of mind through every
life stage. With a strong background in insurance, investment advisory, and tax strategy, Jason specializes in
creating comprehensive financial plans that integrate retirement income, legacy planning, and risk management.

Jason holds a Doctor of Healthcare Administration (DHA) with a focus on advanced data analytics and decision-
making, bringing a research-driven approach to personal finance. As a licensed advisor in life, health, and annuities and an Investment Adviser Representative (Series 65), he is committed to transparent, client-first
guidance that aligns every recommendation with long-term goals and personal values.

Whether helping clients optimize their retirement income, navigate complex tax scenarios, or transfer wealth to
the next generation, Jason is known for his practical strategies, clear communication, and deep dedication to
client success.

Bayfront Wealth and Insurance, LLC is a licensed insurance agency which is separate from Jason’s role as an Investment Advisor Representative of Portfolio Medics, LLC. Investment advisory services are offered through Portfolio Medics, LLC. Bayfront Wealth and Insurance, LLC and Portfolio Medics, LLC are not affiliated. The information contained here is intended for educational purposes only. It does not constitute financial planning/investment advice, nor is it a substitute for financial planning/investment advice.

Bayfront Wealth and Insurance may utilize third-party websites, including social media platforms, blogs, and other interactive content. Bayfront Wealth and Insurance considers all interactions with clients, prospective clients, and the general public on these sites to be advertisements under applicable securities regulations. Accordingly, Bayfront Wealth and Insurance generally retains copies of information that Bayfront Wealth and Insurance or third parties contribute to such sites. This information is subject to review and inspection by Bayfront Wealth and Insurance’s Chief Compliance Officer (CCO) and may be examined by securities regulators.

Information provided on these sites is for informational and/or educational purposes only and should not be considered investment advice or a recommendation of any investment product. Advice is provided only by Bayfront Wealth and Insurance’s advisory personnel after entering into an advisory agreement and after Bayfront Wealth and Insurance has received all requested background and account information.

If you have any questions regarding our policies, please Contact Us.
Videos used in advertisements may feature paid actors and are for illustrative purposes only. Individual experiences may vary. This is not investment advice.

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