I Specialize in Creating Financial Plans for Your Business and Family.
For many business owners and busy professionals, there’s little time left after career and family to deal with personal finances. Unfortunately, being too busy can be costly.
Perhaps you’ve saved some money, bought some life insurance or invested in the market. But have you taken the time to examine your current financial situation to ensure that you are on track to meet your long-term financial goals?
That’s where I can help. Whether you are concerned about your own financial situation or that of your family or your business, I can help you identify your financial planning needs, and then address those needs by blending a wide range of insurance and investment products.
Jon Maples is a Financial Advisor with Northwestern Mutual whose mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security.
My commitment and belief as a financial advisor has a substantial impact on the level of service and quality of the financial counsel I provide to clients.
When it comes to financial goals, each decision made and action taken will have a significant impact on future financial situations. A detailed financial blueprint will lay out what steps need to be addressed to help achieve goals for tomorrow. A clear understanding of interrelationships is invaluable to confront economic issues that evolve over time.
There is no single blueprint that will work for everyone. Jon takes the necessary time to properly develop a strategy for the individual needs of his clients. Ultimately, the success of a client’s plan depends on how accurately it reflects an individual’s wishes, as well as the commitment to providing for their identified financial goals.
By taking a comprehensive assessment of a client’s current situation, I help the client prioritize goals, and develop a workable strategy with clear action steps and timetables.
Employee Benefits: Group Long Term Care
Retirement Income Planning