1. Embrace the Seasons

    This month’s blog is going to be a little different. Originally, I submitted this to one of those motivational websites.  After three weeks I still haven’t heard anything from them, so I guess it wasn’t accepted.  Sure, it was a little disappointing not getting part of my story in front of a huge audience, but…

  2. Is Financial Advising a Scam?

    Is Financial Advising a Scam?  Don’t Fall for It! Financial Advisors know the look we receive when we tell someone what we do for a living.  It usually involves an eye roll as if they’re just waiting for your sales pitch.  The question is if they really hate salespeople that much or do they believe…

  3. Three Reasons Why You Need a Financial Planner

    While there are many reasons why I personally believe we all need a financial planner, there are three main reasons.  The three reasons why you need a financial planner are convenience, consistency, and the opportunity for growth.  Technology has found ways to replace many jobs and this trend will probably continue.  However, I believe these…

  4. What to Expect From Your Financial Planner

    I can preach all day about the advantages of financial planning and the need for all people to use these services.  However, sometimes it helps to hear from others, so my readers will not think I’m crazy or the typical salesman just pushing their services on consumers.  In a perfect world, my job wouldn’t even…

  5. Do I Need a Financial Advisor?

    Yes, I believe everyone needs a financial advisor. If you are asking “Do I need a financial advisor?”… “Do I need a financial advisor” is one of those questions we ask, but never trust the answer.  People say we don’t need a financial advisor because we just need to spend less.  That’s all we do…

  6. Dressing For Success

    I have always disliked the saying, “Dress for the job you want, not the job you have.”  Finance is an industry known for suits, which I am unable to wear because of my disability.  It is difficult for someone to dress me in everything that makes a suit, especially after expending the effort needed to…

  7. Playing Not to Lose

    I have always been competitive, which led to life-long love of sports.  I enjoy watching athletes develop into amazing teams.  Of course, coaches and front office staff have to manage expectations of players and fans, but every athlete has the internal desire to be the best and to win.  That fire inside helps athletes achieve…

  8. The Millennial vs. The Account Minimum

    “I would work with you, but my finances are a mess and I don’t have enough money to plan with.”  I actually think people in this situation are exactly who need the services of a financial planner.  I believe that at its core, financial planning is about building a future, not just managing assets.  If…

  9. Attention Nonprofits!

    As we begin the fourth quarter of 2018 I am curious.  If you manage a church or other nonprofit, are your donations as high as last year?  With the new tax law there were many changes, but the one effecting nonprofits the most may be the increase in the standard deduction.  If a married couple…

  10. For Immediate Release

    Recently, I became a CFP® Professional. There are templates for press releases on the CFP® Board website, so that new recipients can inform their community of the accomplishment. While I appreciate the template and will quote some of it, I started my practice to be different from the others and that means I have to…

Jonathan Greeson is located west of 117 and south of E. Main St.
Jonathan Greeson is located west of 117 and south of E. Main St.

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