It's Time to Create the Financial Future You Want

You’ve got goals and dreams to pursue - and more time and money would help you pursue and accomplish them.

You need someone to manage your investments and financial affairs while you manage your life - a personal Chief Financial Officer.

That personal CFO should be Jon Houk.

So who is Jon Houk? He's an experienced, knowledgeable CERTIFIED FINANCIAL PLANNER (CFP) practitioner, with nearly 20 years in business. Dozens of Atlanta executives, professionals and families have come to trust him as their personal CFO.

Jon believes your financial strategy should reflect your goals, as well as your values and vision for the future. Using his years of experience, Jon helps you clarify your personal vision and create a plan to achieve it. He can guide you and your family toward financial independence and security.

How Jon Helps You Plan For Your Future

Financial planning is not a one-time event – it's an ongoing process. And that's why Jon acts as your advocate – helping you scrutinize your investment portfolio, your insurance and your estate planning during separate, efficient meetings. He provides ongoing investment management, allocating assets based on proven investment processes while tracking your progress so you can reach your goals.

Jon's strategies are long-term and client-specific. They're not about market timing or the latest fad investments. Jon does not simply write up a plan and walk away; his goal is to guide you to your desired financial future.