Jonathan Vance, CFP®, EA

Hi, I’m Jonathan (most people call me Jon) and I help people make the transition away from work and into what they consider retirement. My clients are most commonly within 10 years of their planned retirement date or are already retired.

Questions I Help You Answer:

• What changes should I consider making between now and when I stop working?
• How do I take income from my investment accounts when I’m retired?
• Should I consider strategies like Roth conversions to plan for future taxes/IRMAA surcharges?
• How do gifts to charities and/or family fit into my other moving pieces?

We Might Be A Great Fit If:

• You like the idea of low-cost, diversified, tax-efficient investing.
• You are looking for an advisor who is both a CFPⓇ Professional and has tax credentials (I am also an IRS Enrolled Agent).
• You want the confidence to spend and enjoy your resources, knowing that your retirement is being guided by an informed, cohesive strategy.

Learn More:

• About Jon’s Background
• Read Jon’s Retirement Blog

If you’d like to connect, please don’t hesitate to send me an email or schedule a free conversation by clicking one of the links beneath my picture above.

I look forward to hearing from you!