Jon Coomer provides retirement and investment plans to help you retire with dignity and independence. He also specializes in providing long term care options that can help give you and your loved ones peace of mind.
Jon can provide investment and distribution strategies for your qualified pension plan funds - strategies designed to help encourage growth, promote tax reduction, and help create lasting financial security for you and your family.
There are thousands of investment products to choose from - mutual funds, annuities, securities and more. Jon can help you select the ones most appropriate for you.
Jon can help you invest your assets for long-term financial security - using an asset allocation plan to help diversify your portfolio.
Reducing your taxes can leave you with more money to invest in the future. Jon can show you how to potentially reduce your taxes by investing in tax-favored investments - investments that can help provide streams of income throughout your retirement years.
Long-term Care Risk Management Strategies
Helping You Prepare for Unexpected Challenges
The longer you live, the more chance there is that you or your spouse may need long-term care. Offering strategies to long-term care has special importance to Jon. When his own grandmother was diagnosed with Alzheimer's disease, he saw firsthand the emotional and financial toll of caring for someone with a long-term illness. Jon helps give you confidence by creating funding strategies to help you plan for such care.
Diversification and asset allocation strategies do not assure profit or protection against loss.
322 West Main Street Suite A, Troy, OH45373
Phone: 937-335-7700 Toll Free: (866) 335-7701 Fax: 937-335-7703
Securities offered through Cambridge Investment Research, Inc. A registered broker/dealer.
This communication is intended for individuals residing in the states of AZ, CA, CO, FL, IL, IN, MI, MN, NC, NH, OH, PA, TN, WA, WI, WV. No offers may be made or accepted from any resident outside these states .