For nearly a quarter century, Jon's been helping people get retired, stay retired, and handle all the speedbumps that pop up along the way. Clients have enjoyed his monthly musings on family, life, and finances in the firm's newsletter, "Soundings". With son Collin joining the practice, this book is a tribute and "greatest hits" of sorts. A timeless tome on life, love, and money that will bring a smile to the face of all who enjoy looking at life with a little twist.
JON KAGAN, CFP(R)Jon lives in the Florida Panhandle with his wife Kathleen. They have two grown sons. Alex, an accountant, lives in Boulder, CO with his wife Claire, a social worker. Collin is his partner who joined the firm in 2019 after graduating from the University of Central Florida with a degree in finance. Jon is a past president of the Navarre Chamber of Commerce and a past president of the Rotary Club of Navarre. He serves on numerous non-profit boards and is a mentor in the Take Stock in Children program.