Align Your Health, Wealth, and Time — With Confidence
Secure Today, Grow Tomorrow.
Personalized insurance and advanced financial strategies for individuals, families, and business owners across Texas.
A Trusted Partner, Not a One-Size-Fits-All Firm
Founded in Fort Worth, Texas, Jasso Group Insurance & Financial Services operates with the responsiveness and personal care of a trusted local firm, while serving clients nationwide. We partner with families, entrepreneurs, and businesses of all sizes, delivering high-touch guidance and planning that is tailored to each client’s goals, risk profile, and timeline. Our holistic model integrates insurance protection, tax-aware wealth building, and retirement income planning, so every recommendation strengthens the broader financial strategy. As an independent firm, we work with 100+ highly respected, A++ rated carriers and institutions, allowing us to provide objective, client-first solutions with no product bias. The result is personalized advice, disciplined execution, and long-term strategic support every step of the way.
- Veteran-owned & family-run
- Serving individuals, families & business owners since 2016
- Clear, personalized guidance across health, life, Medicare, and retirement planning
- Licensed across Texas with a growing national footprint
- Access to hundreds of top-tier carriers and partners
A Clear Path From Protection to Prosperity
We believe true financial confidence starts with protecting what matters most. Our Health → Wealth process is designed to meet you where you are and guide you forward — step by step.
We help you secure the right health and Medicare coverage so unexpected events don’t derail your life or finances.
Protect Your Health
Through life insurance and risk management strategies, we build a foundation that safeguards your loved ones and your livelihood.
Protect Your Income & Family
For those ready to go further, we implement retirement, tax-efficient, and business strategies designed to grow and preserve wealth over time.
Build Long-Term Wealth
Comprehensive Solutions Personalized for You
Health Insurance (Under 65)
Individual, family, and small business health insurance solutions tailored to your needs, budget, and stage of life.
Life Insurance & Wealth Protection
Term, permanent, and cash-value strategies designed to protect your family while supporting long-term financial goals.
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Medicare Planning
We help you understand your options, important timelines, and coverage choices so you can move forward with confidence.
Business & Advanced Strategies
Group benefits, retirement plans, and advanced planning solutions for entrepreneurs and business owners.
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Turning 65 or Exploring Medicare?
Medicare decisions come with important timelines and choices that can feel overwhelming. Our team helps you understand your options, avoid common mistakes, and enroll with confidence through a clear, education-first approach.
Built for Real People with Real Responsibilties
Whether you’re protecting your family, growing a business, or planning for retirement, we tailor strategies that reflect your goals — not someone else’s template.
- Individuals & Families
- Self-Employed Professionals
- Small Business Owners
- High-Income & High-Net-Worth Individuals
- Pre-Retirees & Retirees
Trusted by Clients Across Texas
"Mario did an amazing job helping us navigate the IUL plan that suits us best. Extremely patient and helpful for every little bit of our search. Thanks Mario!!"
Santy Vinaithong
Actual Review from Google
"I have used Mario two different times over the last several years .... I've never had any issues and the coverage he's gotten me has been first-rate and he takes care of things promptly if I ever have any needs or questions. I highly recommend him."
Mike Scherpenberg
Actual Review from Google
"We never felt pressured and felt confident in the life insurance coverage we chose. If you're looking for a trustworthy insurance and financial advisor, I highly recommend Mario Jasso."
Josh Ridley
Actual Review from Google
Let's Build Clarity Around Your Financial Future
Whether you’re just getting started or ready for advanced planning, we’re here to listen, educate, and guide — every step of the way.
