Jonathan specializes in pre-retirement and retirement income planning as well as small business retirement plans. A common concern among these clients is determining how to manage their wealth and make it last through retirement. Jonathan seeks to address their needs by managing risk and implementing strategies that seek to preserve their wealth in a tax-efficient manner.
As an independent financial advisor, Jonathan is backed by LPL Financial, one of the leading financial services companies and the largest broker/dealer in the nation.* With advanced planning resources, LPL Financial provides him with significant support for all management and planning services. .
Jonathan is based in Fort Lauderdale and proudly holds the CRPC designation- Chartered Retirement Planning Counselor and is ready to help you with any needs.