Jonathan Greeson Financial Planning

Frequently Asked Questions
Jonathan has a disability, which may result in illness, so what reassurances do I have as far as access to my account if Jonathan is unavailable?

The accounts are handled by custodians, such as TD Ameritrade and Fidelity, which allows the client to access his/her account from a computer or mobile device. If the situation occurs where Jonathan is unavailable, we would advise you to contact Patriot Wealth Management before making any major decisions regarding your account.

Do you have account minimums?

No, but if you only have a very small amount, we may advise you to use the Budgeting and Basic Financial Plan program. Investing has risks and we want to make sure the program you choose is in your best interest.

How do I get started?

Contact us to set up an appointment.  

Are children allowed at the meetings?

We will have a kid's corner in the waiting room with some books and puzzles. The meetings will get very personal, so the client may want to keep the child out of the meeting. However, there is an open window between the office and waiting room, so the client can still keep an eye on the child.

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.