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"A Must Read"

As Life and Retirement Planners, we pride ourselves on delivering results to your bottom line. What does that mean? We know our clients, their needs and concerns. With that information, we custom design every plan with a goal of improving in 1 or more of the following areas: Eliminate Market Risk, Reduce Fees, Minimize Income Tax and Protect Assets.

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"What JondaKnows"
Retirement Planning Tips

With the largest segment of our population facing retirement, this book provides insight on how to right the wrongs of the various financial celebrities you have listened to over the years. 

You will quickly learn that market returns are not investor returns and that the retirement projection your financial advisor prepared is probably not worth the paper it was written on. Read more.

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3 Reasons Why People Talk To Me

A Google search for financial advice turns up 591 million results. With information just a click away, you might be wondering why people have been talking to me about their money for 31 years. Here are three reasons.

First, I help them focus on what’s important. Financial questions can get very complicated. I cut through the...