Jonathan Barrett CLU, ChFC, CFP
Offers remote services
Offers remote services
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It’s free with no obligation to hire
Introduction: Our zero fee initial consultation, and open architecture format allows us to provide competitive advice through every investment and insurance carrier without restriction or financial commitment.
I am a CERTIFIED FINANCIAL PLANNER professional and offer comprehensive financial planning to individuals and small corporations. I examine the specific protection and financial needs of each individual client within the context of their short-term and long-term goals; cash reserve lifestyle needs; projected retirement requirements; liquid investment income; family and/or professional circumstances. I provide a comprehensive view of each client's over all financial picture while helping them address today's goal and successfully plan for their future dreams in a realistic manner. Everything discussed is confidential. Some example of specific services I provide are: Retirement Planning, 401(k)'s, IRA's, Pension Plans. College Planning, 529's, Coverdell plans. Stocks, Bonds, Mutual Funds, Annuities. Risk Management, Life Insurance, Long Term Care, Disability, and Health Insurance
Overview
Hired 2 times
Background checked
1 employee
12 years in business
Photos and Videos
8 photos
Reviews
Customers rated this pro highly for responsiveness and professionalism.
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Stacey H.
Personal Financial Planning
Jonathan provided a wealth of information about my situation. I appreciated his straight-forward demeanor. Very professional!
Jul 22, 2020Verified
Credentials
Background check
Jonathan Barrett
FAQs
- What is your typical process for working with a new customer?Our initial meeting will be a virtual planning/conference call meeting. After an initial discovery if we are right for each other, we can either elect to move forward through virtual planning or face to face meetings.
- What education and/or training do you have that relates to your work?Series 7, Series 66, Series 24, Life and Health Licenses Fairfield University - Bachelor's Degree Mathematics - 2006 Wharton School of Business - Certification Retirement Planning Specialist - 2012 Harvard School of Business - Certification Investment Management - 2016 American College - Charter Life Underwriter Designation - 2016 American College - Charter Financial Consultant - 2016 Certified Financial Planner Board of Standards - CERTIFIED FINANCIAL PLANNER professional designation - 2017
- What types of customers have you worked with?I work with individuals and closely held business as a financial coach.