Jonathan Owens

Background

About Jonathan Owens

I am a third-generation financial planner that specializes in wealth accumulation, retirement, estate and multi-generational planning. My goal is to empower, educate, and help people live a life of financial freedom. Common problems I help people solve include- Working with Dave Ramsey fans and listeners to navigate the Baby Steps - Advising affluent individuals and families on tax-efficient institutional investment strategies- Showing retirees how to maximize their social security and wealth while creating an income distribution plan - Forecasting early, mid and late career financial planning scenarios to make sure professionals and families are on track for retirement- Partnering with families to plan for college costs, make a budget, select the right school, and avoid student loans- Identifying tax planning opportunities to help families and professionals keep their lifetime tax liability as low as possible- Educating Gen X and Millennials on the financial markets while creating a wealth accumulation plan- Addressing concerns and providing clients with reassurance, research, and coaching during volatile markets - Helping clients protect their families, assets and income with proper insurance coverage- Implementing next generation wealth transfer strategies with clients while preparing and educating their heirs- Providing stewardship and financial advice to our client familySecurities and investment advisory services offered through Osaic Wealth Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.Working with an advisor who subscribes to the SmartVestor Pro network cannot guarantee investment success or that financial goals will be achieved. Advisors pay a fee to belong to the SmartVestor Pro program. Dave Ramsey and the Dave Ramsey SmartVestor Pro program are not affiliated with Osaic Wealth, Inc. and are not sponsored or endorsed by Osaic Wealth.