Retirement income
Retirement-income and annuity strategies appropriate to the client’s objectives and circumstances.
About Ursus
Experience Shapes the Strategy.
Experience, judgment, independence, and personal accountability shape how Ursus approaches each relationship and coordinates specialized resources.
Leadership biography
Jason H. Poff
President, Ursus Financial Group LLC
Jason entered the financial industry in July 1999. He earned a BBA in Finance from Baylor University, and his prior experience included roles with Fidelity Investments, Merrill Lynch, and J.P. Morgan.
Over the course of his earlier financial-industry career, Jason worked across trading, portfolio advisory work, wealth management, investment advisory work, insurance, retirement strategies, and physical precious metals.
Based in Houston, Texas, Jason now focuses on leading Ursus Financial Group and serving as President of Corventa Metals. He currently maintains an active insurance license and works with appropriate life-insurance and annuity solutions.
Why Ursus was created
A more personal and resourceful relationship
Established in 2016, Ursus Financial Group was created to provide a financial relationship built around the individual—not a standardized institutional model. The firm coordinates specialized resources and appropriate solutions without forcing every client into the same product or process.
Experience across market cycles
Perspective formed in changing environments
A career spanning multiple market environments has reinforced the value of discipline, context, and careful decision-making. Experience does not eliminate risk or predict what markets will do next; it can help clients understand risks, evaluate tradeoffs, and avoid treating short-term conditions as permanent.
Current focus
Specialized resources, thoughtfully coordinated
Ursus focuses on areas where education, product knowledge, execution support, and professional coordination can help clients make informed decisions.
Protection objectives
Life-insurance solutions considered in the context of family, business, and legacy priorities.
Physical precious metals
Education and execution resources for appropriate physical gold, silver, platinum, and palladium transactions.
Self-directed retirement
High-level education about self-directed retirement structures and coordination with independent custodians.
Professional partnerships
Specialized resources for qualified professionals seeking to support appropriate client needs.
Professional coordination
Communication with clients’ existing advisors, attorneys, CPAs, and other qualified professionals.
Guiding principles
Standards for every relationship
01
Independence
Consider the client’s circumstances without forcing every need into one institutional model.
02
Discipline
Examine details, tradeoffs, timing, and risk before moving from discussion to action.
03
Transparency
Communicate roles, limitations, costs, and important considerations plainly.
04
Accessibility
Remain available for direct questions and timely conversations as needs evolve.
05
Long-term alignment
Keep recommendations and coordination connected to the client’s enduring priorities.
“Markets change. Products change. The responsibility to understand the client, manage the details, and make thoughtful decisions does not.”
Personal accountability
Responsibility means following through.
Clients should know who to call and receive a clear response. Ursus emphasizes direct communication, accessibility, responsiveness, and personal responsibility for coordinating details through completion.