Getting older means relying on others more, so it is critical to establish a relationship early on with someone you can trust to help you make important financial decisions and, at all times, to protect your finances.
I am an accomplished financial advisor with an accounting background and a passion to help people. If you seek someone who takes an active interest in your financial success, you may have found your advisor.
Like pieces of a jigsaw puzzle, we will assemble the pieces of your financial picture. Some pieces will fit puzzles that can be completed fairly quickly, like buying real estate or college savings, while some may be a life-long pursuit, like preparing for the unexpected or retiring the way you envision. We will rely on other professionals including CPAs, estate planners and various specialists to help get the job done.
Education is a big part of what I do, so expect to learn. However, I will also be learning about you, your family and what's important to you. My established process revolves around helping you reach your goals and partnering with you to help keep you on track over time.
For me, there is no greater reward than helping people, and I appreciate the opportunity to help you live a rewarding life.
My Personal Interests
- Movies & Entertainment
Phone NumberJon A Rager at (303) 791-0022
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More