Jon Tedesco, Morgan Stanley Financial Advisors

Introduction: We enjoy helping individuals and families feel better when making financial choices. We do this by listening to your current unique situation, goals and concerns. We'll come up with a simple plan that you can understand to get you to where you'd like to be in the future. We stay in touch so as things change in your life we can adjust and make sure you're on track. ->What I do: Create saving and investing strategies. Investing in stocks, bonds, real estate and more. ->Who I work with: Busy individuals and families starting to prioritize saving, self-employed individuals, retirees looking to replace an income. ->Why it works: Rather than having a collection of investments in multiple places, you'll have a cohesive plan that provides clarity, allows smart decisions, maximizing growth and security. ->Ready to talk? Message me for a free consultation 1) Crystalize your financial goals so you know exactly when and what it will take to retire on time with income you can't outlive 2) Collect and Organize all financial documents so you have them at your finger tips in case of emergency 3) Identify financial threats for financial well being so we can create back up plans 4) Run Retirement and college savings scenarios and calculations so you know your current pace 5) Make recommendations and monitor investment performance at least quarterly so you know we are getting the job done for you 6) Review your life, disability and long term care insurance so you know you aren't paying too much 7) Offer higher interest savings accounts that pays more than your bank 8) Track tax laws to see if there are ways to save you money 9) Provide 24/7 access through Online app so you are always informed