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Jon P. LaFramboise*, CLU® ChSNC®

Jon P. LaFramboise*, CLU® ChSNC®

Financial Planning • Retirement Planning

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!

Available Services -- Click Here to Schedule

  • 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

Designations

  • Chartered Life Underwriter (CLU®) 
    • Supports clients who need holistic insurance and risk planning, along with the techniques and tools for life insurance's wide application.
  • Chartered Special Needs Consultant (ChSNC®)
    • Supports clients who need guidance on special needs financial planning, including tax planning, SSI, special needs trusts, and other federal benefits.

Licenses

  • FINRA Series 7 
    • which authorizes Jon as a general securities representative to sell virtually all types of securities products including stocks, bonds, ETFs, mutual funds, options, annuities, and other investments.
  • FINRA Series 65
    • Series 65 license enables Jon to offer fee-based investment advisory services, demonstrating his knowledge of economics, investment vehicles, investment strategies, securities analysis, and ethics.

Fee Structure

  • Percentage of Asset Under Management (AUM)
  • Fixed Fees

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.