Jonathan Panning, Cfp®, Ricp® Email & Phone Number

Stressed about money? Want financial success to match your professional success?If you’re like most entrepreneurs and executives, you’re too busy juggling your other responsibilities to make time for your personal finances.You want the flexibility and options that come with financial success,But you don’t have the:→ Experience→ Desire→ TimeTo do it all yourself.We can help.We answer questions like:• When can I retire?• How should I be invested? • How can I address the major risks?• How can I make sure I don’t run out of money?• What tax-efficient investment strategies are there?As a CERTIFIED FINANCIAL PLANNER™ professional, I'm a fiduciary advisor who always acts in my clients' best interests.We work best with people who believe:1/ It’s better to build a plan that lasts than to get caught chasing “hot” investment products.2/ To achieve your goals, you should “begin with the end in mind.”3/ It’s important to keep things simple wherever possible.4/ You can have money and still be a good person.5/ Life’s too short to take yourself too seriously.𝗥𝗲𝗮𝗱𝘆 𝘁𝗼 𝗯𝘂𝗶𝗹𝗱 𝘆𝗼𝘂𝗿 𝗽𝗹𝗮𝗻?I’d love to learn more about your goals and answer your key questions!Feel free to send me a messageOrSchedule your free 25-minute phone call directly with me here: https://calendly.com/jonathanpanning/intro-phone-call

Listed skills include Financial Planning, Retirement Planning, Wealth Management, Risk Management, and 6 others.