I like to think that business runs in my blood. Both of my grandfathers owned businesses and my father worked at his father’s business before taking it over. I too, helped out working in the store and saw firsthand the dynamics of running a family business and the unique needs of businesses, such as succession plans, insurance, and other financial strategies. Coming from a family of business owners, I was inspired to pursue a career that would allow me to help family businesses avoid such common problems.
My Career Today
Today, I’m a financial advisor who has spent the last 24 years building my career serving business owners, professionals, and families with successful financial solutions individually tailored to their specific needs and objectives.
As an advisor with a large and sophisticated company, I have access to a vast network of resources to help businesses and other professionals and families. I like to view myself as both a financial advisor and a support system. I build strong and trusted relationships with my clients by offering them objective guidance and unbiased advice whenever they have questions or seek insight.
Based on my personal history and decades of experience, I am uniquely qualified to help business owners and professionals, as I understand the unique challenges they face in their careers. Beyond developing financial security for themselves, they also want to take care of and protect their business and family.
Whether they’re close to retirement or plan on running their business for several more decades, I can help them create strategies that address both their short and long-term needs. There’s nothing more satisfying than helping people formalize their financial goals and feel more confident that their family and business is protected.
The Next Step
I welcome the opportunity to meet new people and see how I may be able to help. Whether you’ve already started planning for the future or have yet to put strategies in place, I encourage you to reach out to me today for a no-obligation conversation to see how I may be able to help you. Send me an email at firstname.lastname@example.org or call my office at (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 or connect with Jon on LinkedIn.