Jonathan Greeson Financial Planning
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.
AssetLock™ is a portfolio monitoring system, which identifies a client's maximum portfolio downside or loss and indicates that immediate action is required in order to limit losses per the clients pre-determined risk tolerance. It is not an actual stop loss, and may not automatically sell the individual securities in the portfolio. Therefore, the AssetLock™ Value is a reference point to encourage a conversation between Jonathan Greeson Financial Planning, Patriot Wealth Management, and the client, and to determine if the client/s would like to liquidate the portfolio and move the assets into cash, reset the AssetLock™ percentage, or reallocate to a different risk profile. Investing entails risks, including possible loss of principal. The use of tools cannot guarantee performance. Past performance is no guarantee of future results.