Your Personal CFO
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.
Jon Houk is an experienced, knowledgeable CERTIFIED FINANCIAL PLANNER™ professional with over 30 years in business.
Jon and his team believe your financial strategy should reflect your goals as well as your values and vision for the future. Using our experience, we help you clarify your personal vision and create a plan to achieve it. We can guide you and your family toward financial independence and security.
How We Help You Plan for Your Future
Financial planning is not a one-time event—it’s an ongoing process. That’s why we act as your advocate—helping you scrutinize your investment portfolio, your insurance and your estate planning during separate, efficient meetings. We provide ongoing investment management, allocating assets based on disciplined investment processes while tracking your progress so you can reach your goals.
Our strategies are long-term and client-specific. They’re not about market timing or the latest fad investments. We do not simply write up a plan and walk away; our goal is to guide you to your desired financial future.
“Discipline is the bridge between goals and accomplishment.”
– Jim Rohn