As an advisor held to a fiduciary standard, Jon focuses on developing solid plans for his clients rather than pitching products. The end result is a game plan that allows his clients to understand their risks, fees, and incomes so they can accomplish their unique retirement goals.
His dedication to providing the best possible retirement plan for his clients brought about the creation of Retirement Solution Radio.
Each week, he covers the impact of the financial market on retirement finances, from ways to help reduce fees and taxes on investment income to squeezing every available penny out of your portfolio and Social Security. He reaches over 102,000 listeners every week on Retirement Solution Radio.
Retirement Solution Radio has gotten national recognition through celebrity interviews with stars like the Doobie Brothers, Reba McEntire, Darius Rucker, Little Big Town, Brad Paisley, Tim McGraw, and nationally renowned retirement author Patrick Kelly. Jon’s wit, humor, and personal touch have gotten rave reviews from listeners all over the country.