Jonathan Lipshutz, Cfp®, Ctfa Email & Phone Number
Who is Jonathan Lipshutz, Cfp®, Ctfa? Overview
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Jonathan Lipshutz, Cfp®, Ctfa is listed as Financial Advisor at Savant Wealth Management, a with 160 employees, based in Wellesley Hills, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Jonathan Lipshutz, Cfp®, Ctfa.
Jonathan Lipshutz, Cfp®, Ctfa previously worked as Associate Advisor at Savant Wealth Management and Financial Planning Analyst at The Relaxing Retirement Coach. Jonathan Lipshutz, Cfp®, Ctfa holds Accounting (B.S.), Accounting And Business/Management from Ithaca College.
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About Jonathan Lipshutz, Cfp®, Ctfa
I have a passion for financial planning for dedicated savers ready to start the next phase of their lives. As a Financial Planning Analyst at The Relaxing Retirement Coach, Inc., I help solve the complex financial problems they face when transitioning to retirement by helping them develop a custom-designed Retirement Blueprint™.I feel fortunate to align my passion for financial planning to provide our members with the financial confidence to transition to The Relaxing Retirement Life they earned free of dependence on a paycheck. At The Relaxing Retirement Coach, we believe that dedicated savers deserve to spend the 2nd phase of their lives doing what they want to do, not what they have to do. Unfortunately, the goals and conflicts of interest entrenched within the financial services industry and the media can create a financial fog that leaves you feeling anxious and confused with many questions:• Do we have enough built up to stop working (if we choose to)?• How much can we afford to spend without the anxiety of running out of money?• How should we position our hard-earned savings to make it last?It’s hard to act when you’re not 100% clear on the answers to these questions, so The Relaxing Retirement Coaching Program™ helps you implement the essential strategies and mindsets needed for an anxiety-free transition from your working years to your retirement years.Your custom-designed Retirement Blueprint™, based on your priorities and resources, clarifies and simplifies your options so you can make educated decisions.WE HELP OUR RELAXING RETIREMENT MEMBERS• Live they life they’ve earned on their terms• Have the same feeling of financial security they had while working and saving• Strategically reduce the income taxes they pay• Tune out the constant noise of the financial media and confidently spend what they’ve saved in all market conditions• Relax knowing they have a full support structure in place and a dedicated team ready to assist with every detailWhether you choose to remain in your current field, migrate to a new pursuit, or start exploring more leisurely interests, you'll feel prepared and confident making your decisions.WHO WE WORK WITHWe help dedicated savers between the age of 58 and 65 confidently transition to the life they’ve earned free of dependence on a paycheck.READY TO ENJOY TOTAL FINANCIAL INDEPENDENCEDownload our FREE report - 3 Critical Strategies to Free Yourself from Dependence on Your Paycheck - https://theretirementcoach.com/3strategiesThe program - https://theretirementcoach.com/the-program/
Jonathan Lipshutz, Cfp®, Ctfa's current company
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Jonathan Lipshutz, Cfp®, Ctfa work experience
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Associate Advisor
Financial Planning Analyst
I help solve the complex financial problems they face when transitioning to retirement by helping them develop a custom-designed Retirement Blueprint™ so they can confidently transition to The Relaxing Retirement Life they’ve earned.After decades of dedicated saving, it’s hard to let go of your paycheck and start spending what you’ve saved. For over 30 years, The Relaxing Retirement Coaching Program™ has guided smart savers through this transition, building their confidence and know-how so they can free themselves of dependence on a paycheck and enjoy total financial independence. The program consists of two phases. In Phase I, Retirement Blueprint Development™, we help you confidently evaluate and prepare for your retirement transition by developing a custom-designed Retirement Blueprint™. This puts you in a position to make rational, educated decisions based on your priorities and resources instead of the vague generalities reported by the mainstream media which only lead to more confusion. As you have experienced over the course of your life, things have a way of changing: • Personal priorities• Life events• Markets• Tax Laws• InflationIn Phase II, Retirement Blueprint Management™, we provide an ongoing support system with pre-scheduled meetings throughout each year to help you consistently assess the impact of these changes and strategically take the necessary action steps to maintain the confidence you need to live the life you’ve earned in all market conditions. READY TO ENJOY FINANCIAL INDEPENDENCESchedule a FREE 2nd Opinion Retirement Strategy Assessment - https://theretirementcoach.com/FreeRSA Download our FREE report - 3 Critical Strategies to Free Yourself from Dependence on Your Paycheck - https://theretirementcoach.com/3strategiesDownload our FREE report – Protect Your Interests: 3 Questions Your Financial Advisor Must Answer - https://theretirementcoach.com/SecondOpinion
Trust Administrator
Structured Finance Analyst
Compliance Analyst
Financial Planning Intern
Sports Intern
Accounting And Finance Intern
Junior Mentor
Took kids between the ages of 6-13 out golfing. Helped them develop golf course etiquette and harnessed their skills.
Expeditor
Colleagues at Savant Wealth Management
Other employees you can reach at savantwealth.com. View company contacts for 160 employees →
Noah Tostrud, Cfp®
Colleague at Savant Wealth ManagementMadison, Wisconsin, United States
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Haley Gorski, Fpqp
Colleague at Savant Wealth ManagementUnited States
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MS
Maria Sulick, Cfp®
Colleague at Savant Wealth ManagementSatellite Beach, Florida, United States
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DH
Dave Huber
Colleague at Savant Wealth ManagementBuffalo Grove, Illinois, United States
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NW
Nicole Wood
Colleague at Savant Wealth ManagementRockford, Illinois, United States
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NT
Nicholas Tarr
Colleague at Savant Wealth ManagementPeoria, Illinois, United States
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KL
Keith Lueck
Colleague at Savant Wealth ManagementGreater Madison Area, United States
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MB
Michael Bork, Cfp®
Colleague at Savant Wealth ManagementAtlanta Metropolitan Area, United States
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KE
Ken Eshleman, Cfp®
Colleague at Savant Wealth ManagementLancaster, Pennsylvania, United States
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RD
Rachel Dano, Iaccp(R)
Colleague at Savant Wealth ManagementRockford, Illinois, United States
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Jonathan Lipshutz, Cfp®, Ctfa education
Accounting (B.S.), Accounting And Business/Management
Psychology
Cannon Trust School
Frequently asked questions about Jonathan Lipshutz, Cfp®, Ctfa
Quick answers generated from the profile data available on this page.
What company does Jonathan Lipshutz, Cfp®, Ctfa work for?
Jonathan Lipshutz, Cfp®, Ctfa works for Savant Wealth Management.
What is Jonathan Lipshutz, Cfp®, Ctfa's role at Savant Wealth Management?
Jonathan Lipshutz, Cfp®, Ctfa is listed as Financial Advisor at Savant Wealth Management.
Where is Jonathan Lipshutz, Cfp®, Ctfa based?
Jonathan Lipshutz, Cfp®, Ctfa is based in Wellesley Hills, Massachusetts, United States while working with Savant Wealth Management.
What companies has Jonathan Lipshutz, Cfp®, Ctfa worked for?
Jonathan Lipshutz, Cfp®, Ctfa has worked for Savant Wealth Management, The Relaxing Retirement Coach, Cambridge Trust Company, U.S. Bank, and State Street.
Who are Jonathan Lipshutz, Cfp®, Ctfa's colleagues at Savant Wealth Management?
Jonathan Lipshutz, Cfp®, Ctfa's colleagues at Savant Wealth Management include Noah Tostrud, Cfp®, Haley Gorski, Fpqp, Maria Sulick, Cfp®, Dave Huber, and Nicole Wood.
How can I contact Jonathan Lipshutz, Cfp®, Ctfa?
You can use AeroLeads to view verified contact signals for Jonathan Lipshutz, Cfp®, Ctfa at Savant Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Jonathan Lipshutz, Cfp®, Ctfa attend?
Jonathan Lipshutz, Cfp®, Ctfa holds Accounting (B.S.), Accounting And Business/Management from Ithaca College.
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