Jon Postyn MBA ChFC

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.