Jonathan Imber Email & Phone Number

Ann Arbor, Mi

We help create sound retirement income strategies for people in or nearing retirement so they can have confidence that their retirement income will last as long as they do! We work directly with our clients to ascertain and understand their financial goals and objectives, and develop a comprehensive and cohesive plan to help them achieve those goals and objectives.Jon is currently a member of the Financial Planning Association. He is a well-respected speaker on a wide range of financial subjects. He conducts a popular series of financial workshops throughout the year that help people understand the financial planning process and make better financial decisions. Jon is a Registered Financial Consultant (RFC), and is currently enrolled in the Certified Financial Planner (CFP) program through the College for Financial Planning. Jon holds his licenses in both Insurance and securities, holding his Series 65 License (Uniform Investment Adviser Law Examination).

Littleton

Specialize in helping people understand insurance and make smart decisions when it comes to purchasing. In an industry where people seem to solely make purchasing decisions based on price, it is important to make sure we educate our customers on the products they are getting, allowing them to make informed decisions, so they are taken care of in the event something happens.