Jon Spangler, Ricp® Email and Phone Number
Jon Spangler, Ricp® work email
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Jon Spangler, Ricp® personal email
As an Investment Adviser Representative specializing in retirement income planning, I’m passionate about empowering individuals to achieve financial security and peace of mind in their golden years. With 16 years of experience in the financial services industry, I've honed my expertise in crafting personalized strategies tailored to each client’s unique goals and circumstances.Professional Focus:My focus lies in providing comprehensive retirement income solutions that go beyond mere wealth accumulation. Whether you’re nearing retirement or already enjoying your golden years, my goal is to optimize your financial resources to ensure a comfortable and fulfilling lifestyle throughout retirement. From asset allocation and investment management to tax-efficient withdrawal strategies, I offer strategic guidance every step of the way.Key Services:• Retirement Income Planning: Customized strategies designed to maximize income streams while minimizing risk.• Investment Management: Expert portfolio construction and management to align with your retirement goals and risk tolerance.• Tax-Efficient Strategies: Proactive tax planning to optimize your retirement income and minimize tax liabilities.• Social Security Optimization: Maximizing Social Security benefits to enhance your overall retirement income.Why Work With Me?I take a holistic approach to retirement planning, considering not only your financial goals but also your lifestyle aspirations and legacy objectives. By leveraging cutting-edge financial tools and staying abreast of industry trends, I provide forward-thinking solutions that adapt to your evolving needs. My commitment to transparency, integrity, and client satisfaction ensures that you receive the highest level of service and support on your journey to financial freedom.Let’s connect to explore how I can help you achieve your retirement dreams!
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Portfolio ManagerCambridge Advisors Inc.Omaha, Ne, Us -
Portfolio ManagerCambridge Advisors Inc. Mar 2024 - PresentOmaha, Nebraska, United States -
Sr. Sales WholesalerWoodmenlife Jun 2014 - Feb 2024Greater Omaha AreaResponsible for increasing sales of WoodmenLife's Variable Annuity along with 3rd party financial services products through WoodmenLife's Financial Representatives.Securities are offered through Woodmen Financial Services, Inc. 1700 Farnam Street, Omaha, NE 68102Member FINRA/SIPC -
Senior Internal WholesalerPacific Life Jan 2008 - Jun 2014Partnered with External Wholesalers to increase sales of Pacific Life's Annuities and Mutual Funds through Independent Financial Advisors. -
Insurance AgentPhysicians Mutual Sep 2007 - Dec 2007 -
Personal BankerHills Bank & Trust Co. Aug 2005 - Jul 2007
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Personal BankerGreat Western Bank 2003 - 2005
Jon Spangler, Ricp® Skills
Jon Spangler, Ricp® Education Details
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Bachelor Of Business Administration - Bba
Frequently Asked Questions about Jon Spangler, Ricp®
What company does Jon Spangler, Ricp® work for?
Jon Spangler, Ricp® works for Cambridge Advisors Inc.
What is Jon Spangler, Ricp®'s role at the current company?
Jon Spangler, Ricp®'s current role is Portfolio Manager.
What is Jon Spangler, Ricp®'s email address?
Jon Spangler, Ricp®'s email address is jo****@****men.org
What schools did Jon Spangler, Ricp® attend?
Jon Spangler, Ricp® attended Chadron State College.
What skills is Jon Spangler, Ricp® known for?
Jon Spangler, Ricp® has skills like Fixed Annuities, Insurance, Life Insurance, Retirement Planning, Retirement, Series 63, Series 7, Variable Annuities, Mutual Funds, Investments, 401k, Disability Insurance.
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