Jonathan Grabe - Aif, Cpfa, Ppc Email & Phone Number

Grabe Financial Services works with Private Business Owners to assist them in Controlling the Cost of their Company's Healthcare through the implementation of High Performance Healthplans. We put the Company back in the Driver's Seat, with Transparency, Control and Cost Containment.Grabe Financial Services also provides expertise in the area of Qualified Retirement Plans having implemented our first 401(k) Plans in 1994.While working with Qualified Retirement Plans we have assisted in the implementation of Profit-Sharing Plans, Defined Benefit Plans as well as Employee Stock Ownership Plans (ESOPs), each designed to meet the needs of Business Owners and the people they employ. Grabe Financial Services was formed in 2021 as Jonathan's Son Eric, and Daughter-in-Law Ashleigh joined the family business. However, Jonathan has been actively involved in assisting corporations seeking to provide a broad range of Employee Benefits such as Group Major Medical, Ancillary Coverages such as Dental, Vision and Life for more than 30 years. Jonathan has close working relationships with leading experts and top professionals to establish and manage intricate corporate and retirement strategies. Jonathan's Qualifications include:• Accredited Investment Fiduciary – Fiduciary 360• Certified Plan Fiduciary Advisor (CPFA) – American Society of Pension Plan Actuaries• Pension Plan Consultant (PPC) – Fiduciary 360 • FINRA Series 7, 63, & 66 securities registrations• Life & Health Insurance LicensesJonathan Grabe is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or services in any state which the registered representative is not properly licensed.

Listed skills include Business Continuation, Executive Benefit Strategies, Retirement Plans, and Informal Business Valuation.