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Financial Advice for Executives.

Attain "work optional", optimize education savings, and leave a legacy.

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Why Work With a Financial Advisor?

If you’re like most executives, you’re too busy juggling your other responsibilities to make time for your personal finances.  

You want the flexibility and options that come with financial success.

You just don’t have the time or the desire to try to do it all yourself.

Who We Serve

Choosing the Right Financial Advisor

Most advisors are quick to make recommendations and focus on specific products or investments.

As a CERTIFIED FINANCIAL PLANNER™ professional, Jon is a fiduciary advisor who always acts in his clients' best interests.

About Jon

Our Services

Retirement Planning

Retirement Planning

Education Savings

Education Savings

Legacy Planning

Legacy Planning

Our Process

The right financial plan can make all the difference

Ready to discuss your goals?

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