Insurance - Jonathan Alexander CFP, CLTC
Company: Jonathan Alexander CFP, CLTC
Location: Bala Cynwyd, PA.
Last Updated: Jan 18, 2018 12:00am
As a Certified Financial Plannerô professional I take great pride in working with my clients to create a comprehensive holistic plan that helps them reach their goals. We will speak about what you want to accomplish with your life and create the plan for you to get there. I focus on helping clients identify the pitfalls and navigate through life's expected and unexpected changes. My particular expertise revolves around the following: Long Term Care Planning, Young Families and Rising Young Professionals, Risk Management, and Retirement Income Planning.