My retirement plan has been in the works for the past few years. Jon has been rock, solid in preparing my path forward. My wife and I have found great comfort in his abilities to help us secure our financial outlook for the future. His good character, helpfulness and thoughtful manner have been a key component in our successful retirement strategy.
Collin and Neva, Huntington Beach CA
I’ve been working with Jon since beginning my medical practice in 1992. He’s more than an advisor. He is a true professional and a friend. Jon brings his expertise with a spirit of teamwork and passion. He continues to educate himself, always striving to be on the cutting edge in the financial industry, without losing his humility and desire to do what’s best for his clients. If you’re like me and want to be partnered with a hard-charging winner, he’s your best option. Join Jon and take advantage of his knowledge, networking acumen, and experience.
Dr Mike, Fresno CA
Jon has been providing retirement planning advice to my wife and me for many years. His simplified method of explaining various options has made it easy for us to understand and implement his suggested strategies. Jon is never pushy and is always available to answer any of our questions. He has done a tremendous job in guiding us to a retirement plan that will minimize our tax burden and maximize our distributions. We would highly recommend working with Jon to anyone looking for guidance as they contemplate their retirement strategies. Jon’s trustworthy and hand-holding approach has helped us tremendously.
Joe and Michele, Rancho Santa Margarita, CA
My wife, Kelly, and I have been doing business with Jon for over 40 years. Jon has coached us in strategic ways to save and invest our money with the goal of retiring with ease and in comfort. As we summited the “investment mountain” he then, guided us in strategic withdrawals and re-investments to diminish our tax burden. His plan has worked marvelously. Jon is honest and trustworthy. Jon is a great teacher and leader. We have recommended Jon to many friends and relatives to strategize their investment and retirement planning. We are confident he will do an excellent job for you as well.
George and Kelly, Jacksonville NC
We have known Jon for 8 years, and he has been our financial advisor for 5 of those years. We appreciate the guidance and expertise he brings in as we make our retirement planning decisions. His assistance with cash distribution and insurance policy management is helping us meet our financial goals for retirement. We highly recommend him and would encourage anyone to sit down and discuss their financial future with him.
