Thank you for visiting Jonathan Greeson Financial Planning. We are an independent firm, so we are not bound by the proprietary funds or account minimums like many other banks or brokerage firms. We operate under the core belief that all people can live the American Dream through hard work, discipline, patience, and a proper financial plan. We offer a variety of services from Budgeting to Investment Advisory Services. As an affiliate of Patriot Wealth Management we are able to bring experience and a great team in a collective effort to serve our clients.
Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor. Jonathan Greeson Financial Planning, Patriot Wealth Management, and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.
WealthGuard™ is a complete portfolio monitoring system. Designed by determining the amount of downside risk a client is willing to tolerate, WealthGuard™ is added to client accounts to help protect from downside risk. WealthGuard™ is not a stop loss strategy. When the account value in the portfolio hits the targeted downside value, an alert is sent to the client, advisor, and money manager. The money manager trades the account as indicated on the WealthGuard™ agreement.