CEO | Founder
Clarity 2 Prosperity


As the creator of The Bucket Plan®, a holistic planning approach that purposefully structures assets throughout the phases of life, Jason L Smith has helped advisors to better serve American families with holistic financial planning strategies. Jason uses his experiences as a financial planner, founder and CEO of the JL Smith Group to teach others how to better serve their clients, simplify the financial planning process, and to grow their practice while operating more efficiently and enhancing net profitability. Jason is known throughout the financial services industry as a main platform speaker, bestselling author, and Master Trainer (ATD). For additional information on Jason L Smith and The Bucket Plan, visit