Jonathan Greeson Financial Planning
Budgeting and Basic Financial Plan
We believe that nobody should be turned away just because they don't have money to invest. Through our budgeting and basic financial plan program, we will help the beginner start planning their future. The goal is to teach the client how to manage debt and start an emergency fund. This can be a tough transition for a person as it is basically a Financial Boot Camp, but it brings a great reward. By learning the discipline of budgeting and seeing how it will work in a financial plan, the client is taking their first step to financial independence.
We try to keep this option affordable charging 0.2% of your Adjusted Gross Income from your previous Federal Tax Return. We do charge a minimum of $50 and a maximum of $2,500 for this program.
We offer a variety of fee only services to help meet the needs of all clients.
Investment Advisory Services
Our investment management services are 100% transparent and fee-only. We employ an active investment management process designed to maximize each client’s returns while minimizing risk. Each client allocation is highly customized based on your return objectives, risk adversity, and the tax status of your accounts.
We firmly believe that investment returns should be measured for consistency and that protecting them from market losses is crucial to long-term performance.
Please visit Formula Folios to learn about the different products we offer. Also, be sure to check out the WealthGuard™ program that is only available through Formula Folios and Independent Advisors like Jonathan Greeson Financial Planning. Furthermore, your financial plan is included in the advisory fees, so it will not be an additional cost.
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.