Life’s next adventure is waiting.

Start planning for your retirement with
Jon Schiffman.

Life’s next adventure is waiting.

Start planning for your retirement with
Jon Schiffman.

Retirement is personal. You’ve worked hard to save and invest your money and now it’s time to optimize and protect your savings to provide for your retirement and your loved ones thereafter.

Jon Schiffman is an independent financial services advisor, specializing in helping individuals and families prepare for, plan, and live in retirement. Our approach focuses on tailored retirement planning strategies and insurance solutions to provide our clients with guaranteed lifetime income, asset protection, and achieve tax efficiencies in support of a holistic approach to their finances.

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Planning Process

Retire with Confidence.

Our three-step planning process works to help identify and implement suitable financial strategies for helping our clients meet their needs and achieve their goals and objectives for retirement.

Start Smart

Apply Discipline

Communicate Progress

Start Smart

Get a Clear Understanding of Your Financial Life

First, we gain a thorough understanding of your current financial situation, goals, objectives, risk tolerance, and the key considerations that should be addressed in your retirement strategy.

Six Fundamental Financial Planning Considerations

Six key financial planning considerations can impact your financial goals now and in the future. The question is not if these will affect your finances, but to what degree. We evaluate your sentiment toward each consideration and quantify the potential effects on your assets over time. This allows us to build customized strategies to help you achieve your financial objectives for retirement.

Longevity

Outliving financial assets as the result of a longer life

Liquidity

Limited access to assets to meet life’s unexpected financial needs

Inflation

Reduction in real purchasing power as the result of increasing cost of living

Market

Unexpected reduction in the value of financial assets at the time of withdrawal

Mortality

Loss of financial assets as the result of a partner’s or spouse’s death

Taxes

Decreasing income and assets and/or the impairment of legacy assets as the result of increasing taxes

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Apply Discipline

A Retirement Strategy Designed for You

Next, we design a retirement strategy that actively works to help optimize your wealth and protect your finances, keeping your goals and objectives at the forefront of our planning process.

College Funding

Make the investment in your child or grandchild’s future with the gift of college education through life insurance.

Income Planning

Design an income plan that delivers dependable income and financial security throughout your retirement.

Long-Term Care Planning

Ease the financial and emotional toll of long-term care with early planning so you can retire with peace of mind and dignity.

Legacy and Estate Planning

Protect your estate and loved ones from unnecessary taxation and probate with proactive estate plannings strategies.

Retirement Savings Optimization

Increase your or your loved one’s future retirement income with a tax-efficient, capital-leveraging strategy.

Social Security Optimization

Understand the benefits you are entitled to and how to maximize Social Security income in retirement.

Tax Planning

Establish tax planning strategies today for greater tax efficiency and financial flexibility later in retirement.

SPEAK WITH Jon Schiffman TODAY

Apply Discipline

A Retirement Strategy Designed for You

Next, we design a retirement strategy that actively works to optimize your wealth and protect your finances, keeping your goals and objectives at the forefront of our planning process.

 

College Funding

Make the investment in your child or grandchild’s future with the gift of collect education through life insurance.

Income Planning

Design an income plan that delivers dependable income and financial security throughout your retirement.

Long-Term Care Planning

Ease the financial and emotional toll of long-term care with early planning so you can retire with peace of mind and dignity.

Legacy and Estate Planning

Protect your estate and loved ones from unnecessary taxation and probate with proactive estate plannings strategies.

Retirement Savings Optimization

Increase you or your loved one’s future retirement income with a tax-efficient, capital leveraging strategy.

Social Security Optimization

Understand the benefits you are entitled to and how to maximize Social Security income in retirement.

Tax Planning

Establish tax planning strategies today for greater tax efficiency and financial flexibility later in retirement.

SPEAK WITH Jon Schiffman TODAY

Communicate Progress

Our Commitment to You

Lastly and continually, we work to ensure transparency of your income plan by providing visibility, proactive outreach, and accessibility to our team throughout our working relationship.

  • Annual Review

  • Monthly Newsletter
  • Client Portal

  • Educational Events

  • Client Events
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Team

Read about the advisor and staff and learn the history of the business. See contact information for each person and click to email or call individuals in the business.

Jon Schiffman, Founder and President

With a love of helping his clients achieve financial independence, Jon has been working in the insurance and financial services industry for over 30 years. Truly he loves helping his clients reduce their tax burden, while also helping them to understand and effectively manage the risks associated with their financial accounts. It is a constant effort to balance potential future expectations with actual outcomes, and this is an effort he takes very seriously.

As an independent insurance and financial advisor, Jon represents many different companies. This allows him to prioritize the needs of his clients over the needs of the companies he represents. He is a lifelong student and enjoys studying and learning new things and ideas that will help his clients better achieve their financial and life goals. Jon earned a Bachelor of Arts degree in Accounting from the University of Utah, and a Master’s of Accountancy with an emphasis in Tax degree from Weber State University.

Jon and Lois, his wife, the love of his life, are the happy parents of 4 children and 8 grandchildren. He loves reading, learning, and spending time with his family.

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Resources

Featured Financial Articles.

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