Our Services


We provide financial planning and investment advice to our clients.  We offer an “Ala Carte” model for our clients which allows them to use all or just some of our services.  For a flat fee, we provide financial modeling, basic tax planning and overall financial planning.  We create a written explanation of our thoughts and advice to our clients.

For those who wish us to help implement the investment aspects of their financial plan, we charge a fee on assets under management. We let you choose how you want to work with us and, we always disclose our fees ahead of time.

We abide by the Fiduciary Standard and in fact are required to as Certified Financial Planners (CFP)® by the Certified Financial Planning Board of Directors.  Jon provides investment advice as an Investment Advisor Representative (IAR).  He is considered a Fiduciary under the Investment Advisors act of 1940. 

https://www.cfp.net/about-cfp-board/code-and-standards

https://www.sec.gov/divisions/investment/iaregulation/memoia.htm

 

  • Tax management
  • Investment management
  • Retirement strategies 
  • Estate conservation
  • Insurance and annuity products
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck