Jonathan Alexander CFP, CLTC

About Jonathan Alexander CFP, CLTC

By combining my knowledge and experience in financial services with my focus on building lasting relationships, I'm determined to deliver sound investment and insurance strategies that can help you take control of your financial future.My education and experience help me communicate complex issues and analysis clearly. I'll skip the jargon. Because I want you to be comfortable with the program we develop, we'll work collaboratively throughout the entire process.To execute your retirement strategy, we'll work together to review your options. Then, we’ll determine a combination of products.

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