10/05/2026
Welcome to the Local First Springfield family, Beatty Wealth Management & Tax Services! See the note below from Jason.
Hello, Local First Springfield! I’m Jason Beatty, owner of Beatty Wealth Management & Tax Services, located at 1287 Wabash Avenue here in Springfield.
As a husband, father, and local business owner, I understand how closely our financial goals are connected to the people we care about. My wife, Danielle, and our two sons, Dawson and Preston, are a big part of my motivation for building a business centered on helping others plan for their futures.
We help individuals, families, and small business owners with financial planning, wealth management, retirement planning, tax strategies, and Medicare guidance. Our goal is to make complex financial decisions easier to understand and help people feel more confident about their next steps.
Danielle and I are excited to connect with fellow Local First members, learn more about your businesses, and build relationships within our community. We look forward to getting to know you and supporting the local businesses that make Springfield a great place to live, work, and raise a family!
