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What Do I Do?Stronghold Financial is a full-service financial firm. We help our clients grow their wealth while minimizing risk, and taxes. We offer institutional-grade wealth management for accredited investors and high net worth individuals. We also offer advanced insurance and annuity strategies such as LIRPs and bank-underwritten premium financing for maximum tax-free income.Why Do I Do It?I have been a serial entrepreneur my entire career. I know what it's like to start, run and grow a business with hundreds of employees. I've felt the stress and responsibility of making strategic decisions that affect the lives of shareholders, customers and employees. All that time, I wish I had a financial advisor who spoke MY language. An advisor who could explain to me, in clear terms, what the very best strategies are for ME. An advisor I knew was acting as a fiduciary -- in MY best interests. I could never quite find an advisor like that. They were either too curmudgeonly, too smug, or too "busy". So I decided to BE the advisor I wish I always had.The BEST Part? You will actually ENJOY working with my team and me. We are authentic people with great communication skills. We make complex concepts EASY to understand. We are experts in what we do and have developed unique, proprietary financial prescriptions for clients just like you.With Whom Do I Choose To Work?I work with mid-to-high net worth individuals who have their ego in check and want a wealth advisor who can guide them to success so they can focus on what THEY do bestWho Chooses To Work With Me?• Business owners & entrepreneurs • Professionals (doctors, dentists, attorneys)• Executives• People who want to demystify the complex world of personal finance• People who want creative solutions to their specific financial needs• People who want and expect a custom portfolio and not a cookie cutter approach to growing wealth (any advisor can put your money in TSLA and call it a day)• People who want to generate SUBSTANTIAL tax-free income for when they retire I am NOT a fit for everyone• I want and expect 100% honesty and authenticity• I want and expect clear and timely communication• I want and expect my clients to LISTEN when it's time to listenLet's have a conversation. Once I understand who you are, what you're trying to accomplish and WHY you're trying to accomplish it, I'll show you strategies that will blow you away in terms of their potential results. To reach me, drop an email to:jonm@strongholdfin.com- Jon
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Founder And CeoStronghold FinancialPhoenix, Az, Us
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Founder & CeoStronghold Financial Mar 2018 - PresentPhoenix, AzGrow your net-worth. Reduce your risk. Reduce your taxes. Be delighted.Stronghold Financial provides custom financial planning & Medicaid planning services with the utmost integrity and intelligence.Each client situation is unique, and our extremely high-touch approach results in bespoke solutions that delight our clients and their families.Clients can expect to be introduced to unique, powerful financial solutions that are anything but vanilla and cookie cutter.http://www.strongholdfin.com
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Founder & Ceo200+ Racing Jul 2022 - PresentScottsdale, Arizona, United States200+ Racing – the “Top Golf of Formula One”. 200+ Racing is a luxury entertainment experience capturing the speed, excitement, adrenaline and pageantry of Formula One Racing and coupling that with a curated food, beverage and merchandise experience. The product is “as real as it gets” F1 simulators with full planes of motion and up to 5Gs under braking. Where else can you drive 200+ mph on an F1 racetrack, and then get out and have a drink with your buddies before getting back in and racing again?
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Creator & AuthorMedicaid Roadmap Jun 2020 - PresentPhoenix, Arizona, United States
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General Manager, ChannelsImagetag Jun 2017 - Mar 2018Tempe, AzEnterprise new go to markets. Manage existing partner programs and relationships.
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Vice President, Worldwide Sales & MarketingImagetag Aug 2012 - Jun 2017Tempe, Az
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Senior Vice President, Sales & Business DevelopmentBulbstorm May 2011 - Jul 2012Bulbstorm’s social engagement platform empowers brand owners to create interactive web experiences which transform fans into brand advocates. No geeks, inflated budgets, or creative sacrifices required!
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Vice President Sales & MarketingImagetag Aug 2008 - May 2011ImageTag is the leader in Transactional Content Management (TCM) software. The KwikTag TCM solution simplifies document-laden business processes such as Procure-to-Pay, Sales Orders & Receivables, Inventory & Warehouse Management, Human Resources, and Contracts and allows documents to be digitized, stored, and retrieved within the customer's ERP system -- exactly at the point in which they intersect with a business transaction -- exactly when a user needs the information. Benefits to customers include significant cost and time savings across the enterprise along with a massive improvement in quality of work life. ImageTag holds six US patents for innovation in the TCM space.
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Executive Vice President - Media, Entertainment, & TechnologySmithgeiger Feb 2004 - Aug 2008Responsible for P&L performance; business development; strategic partnerships; client acquisition strategies and activities; providing strategic advisory services to esteemed clients. -
Svp & General ManagerIntegrated Information Systems Jan 2002 - Feb 2004Responsible for growth and performance of a publicly traded 550-person IT consulting business -
Founder & Chief Marketing OfficerInfoimage Dec 1992 - May 2001Championed product development, sales and marketing of Freedom™, the first Enterprise Portal software product. Named and trademarked the Freedom brand. Planned and effectively oversaw launch of Freedom 1.0, 2.0, and 3.0. Established, directed, and guided strong, cohesive team consisting of 16 marketing professionals, 20 senior account reps, 8 inside sales reps and 10 technical architects. Oversaw all marketing initiatives. Directed field sales team. Participated in presentation and closure of sales opportunities to “C” level prospects. Increased market awareness and solidified company’s strong reputation through public appearances.
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Frequently Asked Questions about Jon Michaels
What company does Jon Michaels work for?
Jon Michaels works for Stronghold Financial
What is Jon Michaels's role at the current company?
Jon Michaels's current role is Founder and CEO.
What is Jon Michaels's email address?
Jon Michaels's email address is jm****@****tag.com
What is Jon Michaels's direct phone number?
Jon Michaels's direct phone number is +160261*****
What skills is Jon Michaels known for?
Jon Michaels has skills like Social Media Marketing, Digital Media Sales, Social Media, Sales Management, Marketing Strategy, Salesforce.com, Sales Process, Marketing Research, Product Marketing, Marketing Management, Executive Management, Strategic Leadership.
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Jon Michaels
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