Money may seem strictly analytical, but it plays a huge role in people’s emotional lives. And these emotions can negatively impact our financial decisions. Even though finances are the first thing people worry about, they’re also the last thing they feel comfortable talking about. This is why it’s so important to find an advisor you trust, respect, and want to work with for the long-term.
What I Do
This is one of the reasons why I became a financial advisor: to serve as a trusted professional with people feel comfortable discussing their financial concerns and dreams. While I work with a broad array of people, I specialize in assisting business owners and professionals. Whether they’re still climbing the corporate ladder or inching toward retirement, they’ve spent years building a successful career or business. They want to ensure that their hard-earned wealth can work hard for them and their family in retirement and for future generations.
I work hard to listen to your desires and devise a comprehensive strategy that addresses all elements of your financial, personal, and business life and any potential issues that could affect your outcomes. While every plan is unique, I address multiple concerns and needs, including retirement planning, succession planning, legacy planning, and insurance. Once your strategies are in place, we stay in frequent communication, whether it’s reviewing your plan and making updates or answering any questions you have.
How I Can Help
Ultimately, I strive to instill a sense of confidence and arm my clients with a comprehensive plan that incorporates both their immediate and long-term goals. We aim to create a plan to successfully transition from where they are today to where they seek to be in the future.
There is nothing more satisfying or fulfilling in my job than seeing my clients reach a goal or successfully tackle a financial milestone. I enjoy meeting with business owners and professionals to learn about their goals and see if I may be able to help. To schedule a complimentary financial consultation, or to get a second opinion on your current strategies, contact our office today by calling 612-746-2261.
About Jon Marker, CLU®
Jon Marker is a financial representative with Foster Klima & Company and independent financial advisor. He combines his 24 years of experience in the financial services industry with his passion for helping to create individually tailored financial solutions for business owners, professionals, and their families. Through insurance, succession planning, legacy planning, and other financial services, Jon strives to provide specialized guidance for a lifetime of financial security. As a Chartered Life Underwriter® (CLU®), he has an in-depth knowledge of the insurance and risk management needs of individuals, business owners, and professionals. A lifelong Minneapolis, Minnesota resident, he specializes in serving successful and family-oriented business owners and professionals throughout the Twin Cities. To learn more, visit www.jonmarker.com, call 612-746-2261, or connect with Jon on LinkedIn.