At Jasso Group Insurance & Financial Services, we specialize in a comprehensive range of financial and insurance solutions, including Individual Health Insurance (Private Health Insurance), Life Insurance, High net worth individuals (HNIs) Cash value life insurance, Group Benefits & 401(k) for small businesses, Medicare, Retirement Income & Advance Strategies.
Based in Fort Worth, TX, we pride ourselves in making the often-complex world of insurance simple and accessible for our clients, tailoring each plan to fit their unique needs, budget, and understanding.
Founded in 2016, Jasso Group is more than just an insurance brokerage; we are a trusted partner in helping thousands of individuals, families & entrepreneurs optimize their assets, minimize taxes, and empower what we call their authentic wealth. Whether you’re planning for retirement, funding your children’s education or mitigating taxes, our holistic approach ensures that your financial goals are met with precision and care.
Despite being a boutique firm, we know our strengths. We don’t rely on flashy billboards or impersonal marketing tactics. Instead, we focus on building quality relationships with our clients and our community. Our reputation speaks for itself—most of our clients become advocates and ambassadors for our firm, a testament to the trust and confidence they place in us. We want to take a moment to say thank you for that trust, and we promise never to let you down.
At Jasso Group, we are affiliated with over 100’s of top-tier partners in the health, life, and retirement industries. This wide network allows us to put our clients first, offering options that perfectly align with your specific needs, budget and vision. Our mission is clear: to help successful professionals, entrepreneurs, and business owners minimize their taxes, risks, and liabilities while maximizing their financial potential through savings, growth, and passive income.
In short, we’re taking the B.S. out of insurance, so you can focus on what really matters—your life, your business, and your future. We would love to hear more about you, your business, and your personal, financial, and business goals. Let’s work together to create a plan that not only meets your current needs but also sets you up for long-term success. Thank you for considering Jasso Group Insurance & Financial Services as your trusted partner on this journey. We look forward to serving you.
Santy Vinaithong2024-08-20 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!! Mike Scherpenberg2024-08-15 I have used Mario two different times over the last several years when I left a corporate job and needed good quality medical insurance when I got into a self-employed venture. 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. L Ja2024-08-14 Mario was great to work with.. VERY professional and communicative He did a Awesome job explaining health insurance coverages for my business to chose the best option.His response to questions is super quick answered all my inquires was patient and honest. I will highly recommend his services Gary Mccloskey2024-08-14 I can’t say enough good things about Mario Jasso and Jasso Group Insurance! When my family and I needed health insurance, I didn’t know where to begin. But once I made the call, Mario took over and made everything so much easier. He helped us find an affordable private PPO plan that saved us a couple of hundred dollars a month and provided the coverage we needed—no more worrying about limited options. What really stands out is that Mario didn’t just stop once we signed up; he’s still available to answer any questions we have. If you’re looking for someone who truly cares and goes the extra mile, I highly recommend Mario Jasso. Gary McCloskey Josh Ridley2024-08-13 Working with Mario Jasso from Jasso Group Insurance & RTB Advisors was a fantastic experience. Mario was extremely professional, attentive to our concerns, and focused on our goals. He was informative, educational, and took his time to ensure we understood everything. 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. Joshua Ridley Amorette Rodriguez2023-05-30 Mario was amazing to work with.. VERY informative! he did a wonderful job explaining insurance coverages to help us make a decision that was best for my family's needs. He provided great communication, answered all of my many questions, was patient, honest, and VERY professional! S M2023-05-22 Each time I have referred or used Mario's services myself, I have had such a positive experience! Mario is outstanding at finding just the right type of coverage for your needs! I would highly recommend his services! Gloria DeHoyos2023-05-15 Mario was recommended to us by family and he was very professional, responsive and helpful from the start. He provided our company several group rates from different providers so we could make an informed decision, on what would work best for our company, and that was also within out budget. He answered all of my questions, and guided me along the way. We are now fully insured. Thank you Mario! AVINAV MENON2023-05-01 Mario has been a fantastic health insurance agent for me. He is always available via phone in case I have any questions regarding my policy and he makes it a point to promptly respond back to my queries. He helped me find a customized health insurance plan that fit within my budget. Highly recommended!