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393 Red Cedar Street Suite 4
Menomonie, WI 54751
Phone:
  • (715)231-2058
Fax:
  • (715)231-4744

Flipbooks

You can review interesting Flipbooks on my site.

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Videos

We have interesting videos for you to watch on my site.

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Calculators

You can review interesting calculators on my site.

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Jon has been privileged to meet many wonderful people and families in his over 12 years of financial planning. 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.

 


Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck