Finance & Insurance
We are located in the Red Cedar Office Mall on the East side of town (same building as the DMV.)
We provide exceptional value to our clients by partnering with them to create a successful and fulfilling financial plan. Throughout the process of Planning Today for a Better Tomorrow™, we answer each of the questions you have, along with the ones you don't know to ask.
Jon is a CERTIFIED FINANCIAL PLANNER™ professional and has also earned the Chartered Advisor in Philanthropy® (CAP®), Retirement Income Certified Professional® (RICP®), Chartered Financial Consultant® (ChFC®), Chartered Advisor in Senior Living® (CASL®) and Chartered Life Underwriter® (CLU®) designations.
Jon and his team are able to help people in every area of the financial planning process, and he specializes in retirement planning and charitable giving strategies.