Jon Postyn MBA, ChFC

Registered Representitive

As a Chartered Financial Consultant (ChFC) I work with my clients in order to help them achieve their financial goals.  I am able to meet the advanced financial planning needs of individuals, professionals and small-business owners.

I help individuals and families sleep better at night working with them to accumulate, protect and distribute wealth as well as protect life styles. As an independent consultant I am not bound by any one company's products or services. I can truly meet my clients' goals and solve their problems. 

The need for long-term care can be a costly and sometimes unexpected expense. Many people mistakenly believe that long-term care services are already covered by their existing insurance. However, this type of assistance is not typically paid for by Medicare, health or disability insurance. In addition, other government programs are not designed to cover the cost of long-term care for most people. Others believe they can “self-insure” by covering long-term care expenses themselves, not realizing how much and how fast the cost of care can affect a lifetime of savings.

When is the last time that you reviewed your life insurance or evaluated your retirement assets?

I would like to meet and review your needs. Call me for a consultation.

 
Calculators

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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Newsletters

HOT TOPIC: Investors Flock to Bond Funds, But What Happens When Rates Rise?

Investors are on track to invest 11 times more money in bond funds in 2009 than they will invest in stock funds. This is not surprising, considering the market volatility in 2008, but are these investors operating on false assumptions about the capabilities of bond funds?

HOT TOPIC: What's Ahead for 2010?

Economists expect the economy to grow by a respectable 3% in 2010, but they don't hold out much hope for the employment situation. What else can investors and consumers expect from the coming year?

Variable Annuities Add Guarantees

Investors who would rather not choose between a guaranteed income and above-average investment gains may want to consider variable annuities with living benefit guarantees.

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