Our Company Values
For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
- People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
- Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
- Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
- Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
Jason Devitt
Founder, Retirement Specialist, Devitt Insurance, LLC
For the past 26 years Jason has been serving people in the State of South Dakota with their insurance and retirement planning needs. He and his father Lowell, who has been in the business for over 40 years, specialize in protecting the people’s retirement nest egg, providing for their legacy, and supporting their medical supplement needs.
With today’s ever-changing times, there can be confusion about making the right decision with individual 401k’s and retirement plans. Jason and his father have a process that takes a complex situation and simplifies it so their clients can easily make the best decisions for their unique retirement needs. They provide their clients with safety and protection in retirement without having to worry about losses during market fluctuations. Jason has partnered with some of the top insurance carriers in the country that will provide the guarantees and protection his clients deserve so they can help them achieve their financial goals.
When he is not in his office, Jason is enjoying the outdoors and spending lots of time fishing out on the lake. He enjoys learning more about people and looks forward to the opportunity to help them make the best retirement decisions so they can have the financial peace they deserve.
Lowell Devitt
Retirement Specialist , Devitt Insurance, LLC
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.
