With over 30 years of experience in the Financial Services Industry, we pride ourselves on delivering a unique financial experience for our clients and their families. Our approach is centered in the relationship between the client and our team. Understanding the importance of a personal relationship allows us to fully appreciate the client's financial goals and objectives.
Each member of our team has a special focus that creates synergy for a client's overall financial picture. We individually concentrate our practice on a selective list of services to better serve our community.
Each member of our team has a special focus that creates synergy for a client's overall financial picture. We individually concentrate our practice on a selective list of services to better serve our community.
Services
Jon grew up in South-Central IL, then attended Quincy University studying history and political science, He moved to Springfield to complete a master's program in legal studies at the University of Illinois - Springfield, during which he developed a love for the area and decided to make it home.
Jon has spent his 34 year career in the financial world with several roles in the tax arena, banking, and the last nine years with Prudential Advisors and Cornerstone Financial Services.Through the years he has held various positions in entities ranging from Library Board to youth sports to his Church.
Jon has spent his 34 year career in the financial world with several roles in the tax arena, banking, and the last nine years with Prudential Advisors and Cornerstone Financial Services.Through the years he has held various positions in entities ranging from Library Board to youth sports to his Church.
The first step is to estimate your retirement income and expenses. Then we determine the amount of money you need to save to meet your future retirement goals. Our team will estimate the value of government programs, and identify tax strategies to help minimize tax liabilities. The team will review your experience and attitude about money and investing.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites.
Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or use of third-party technologies, websites, information and programs made available through this website.When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or use of third-party technologies, websites, information and programs made available through this website.When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
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