Broker Check
Investment Advisor Representative 

Jon P. LaFramboise | CLU® & ChSNC®

About Jon 

My father has been a stock broker for over 35 years, and as a five year old child, I grew up playing "stock broker" in my parents' basement with my two younger brothers.  I'm living my dream and working in a career I enjoy.

I grew up in Columbus, OH, attended St. Andrew grade school, Bishop Watterson High School, and The Ohio State University Fisher College of Business.

 Since there is more than one right answer when it comes to implementing a financial plan, I feel it's important that the client decides for themselves what choices are suitable for them.  

My Focus With Clients

I am dedicated to helping individuals and business owners find answers they are looking for when it comes to accumulation strategies, investments, and planning retirement income. Together, we look at some of the choices a person can make when deciding how to create retirement income.  Then we look at the pros and cons of these decisions.  

My job is to help you become aware of the different methods of funding retirement, investing, and spending money. I believe once a person has a grounded understanding of how retirement income streams work, they tend to feel much more confident with the financial planning decisions they make.  This knowledge can help clients understand what products they prefer to use and how a particular product or strategy helps them achieve their goals in a way they prefer! 

Services Provided

  • Insurance Planning 
  • Investment Planning 
  • Financial Planning 
  • Retirement Planning 
  • Fee-Based Money Management 
  • Long-Term Care Planning & Placement 
  • Special Needs Planning

Licenses & Designations

  • Chartered Life Underwriter (CLU®)
  • Chartered Special Needs Consultant (ChSNC®)
  • Licensed in 10 States (See List)
  • Series 7, 65, & 66
Showing Up in Life

Hardin County Chamber of Commerce Presentation

Enjoying Life

Life in the Day of a Financial Advisor: Teaching BGSU Undergrads

Planning for Life

Working through a Financial Coaching session

If interested in presentation, mentorship, or understanding your money, send me an email and let's connect.

Starting the Conversation

You want to make your portfolio work for you to maximize its potential. There are strategies that can be done to enhance what you are currently doing. Book an appointment, virtually or in-person, to begin. 

Contact Jon P. LaFramboise, CLU®, ChSNC®

Thank you!

Articles From Jon 

The Anatomy of an Index

The Anatomy of an Index

Learn More
Find Your Risk Tolerance

Find Your Risk Tolerance

A Decision Not Made Is Still a Decision

A Decision Not Made Is Still a Decision

Learn More

Want to be Smarter With Your Money?

Join our mailing list and get news and info to support your financial goals.

Thank you! Oops!