Jon L. Weinstein, CFP®
Our Services
There are many financial products in the market, and so choosing the ones that best meet your needs can be complicated. That's where I can help. I can offer professional financial security advice to help you choose only those products that pursue your current and future goals.
I aim to help you make informed decisions about the products in your portfolio. To do this, after meeting to discuss your needs, I draw on a comprehensive suite of products and services to find those that address your unique situation.
Invest
Investments can play a key role in any financial plan. For individuals, a mix of investment products, income and pension plans can help pursue short- and long-term goals.
For employers, I can offer advice on savings and pension plans.
401 (k) retirement plans
Individual Retirement Accounts
529 qualified tuition plans
Certificates of Deposit
U.S. Treasuries Securities
Insurance
As much as we try to prepare for them, tragic events like death, disability or critical illness sometimes strike. When faced with such a situation, insurance can protect policy holders and their families from undue hardship. For this reason, a variety of insurance coverage is essential to any comprehensive financial plan.
Insurance planning is best when tailored to fit its owner's personal situation: whether designed for a single person or family; professional or seasonal employees; executive or small business owner, everyone can benefit from an appropriately customized plan.
Life Insurance
Long-term care, disability and critical illness
Manage
Along with the protection offered through insurance and the goal setting provided by investment choices, money management strategies can help manage savings on a daily basis.
From mortgage payments to tax savings, a strategy for managing money effectively involves a consideration of individual contexts.
Saving
Tax Planning
Succession Planning
Financial Planning for Business Owners
Business Succession Planning