Jon P. LaFramboise*, CLU® ChSNC®

My Focus With Clients

I am dedicated to helping individuals and business owners find the 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 the way they prefer! 

About Jon 

My father has been a stockbroker for over 35 years, and as a five-year-old child, I grew up playing "stockbroker" in my parent's basement with my two younger brothers. I'm living my dream and working in a career I enjoy. I grew up in Columbus, OH, and attended St. Andrew grade school, Bishop Watterson High School, and The Ohio State University Fisher College of Business.

➩ Click Here To Schedule With Jon P. LaFramboise, CLU®

Securities Registered: FINRA Series 7 | FINRA Series 65 & Insurance License: OH: 654909 | FL: P108473

Available Services:

• Insurance Analysis
• Investment Planning
• Financial Planning 
• Retirement Planning 
• Fee-Based Money Management 
• Long-Term Care Planning & Placement
• Group Benefits

^{Securities Registered: FINRA Series 7 | FINRA Series 65 & Insurance License: OH: 654909 | FL: P108473}