From being a performer specifically in Hip-hop choreography, transitioning into becoming a Physical Therapist Assistant and now Business Owner & Indexing Strategy Specialist. Jonathan finds great value in giving and serving others through education and making an impact in his community through his specialty. Since joining the financial industry, Jonathan has now and continues to give back to his dance community and medical field on developing proper savings habits and how to successfully plan for retirement should one choose to live a life and career through the arts and through healthcare. He has now expanded to all 50 states serving multiple business owners in creating additional tax deductions for their business while helping those same business owners, entrepreneurs, and also those in the working class create a meaningful and abundant retirement risk free and tax free so they can have a better peace of mind of their financial portfolio. His goal is that no matter what career you have, in any field, there is hope that anyone, through having the right knowledge, the right mind and developing the right habits, can create an abundant retirement plan and strategy while erasing the fear of market risk and taxes through strategic planning and also creating generational wealth. Two quotes that he lives by is “No matter where you are in life, there are always going to be people that are better at what you do and there are always going to be people that are not as good as you at what you do, which means that as long as you’re in this world, there are always people looking for you and always people you can help.” and “Success is not how high I have been, but at the end of the day, how many people I have brought up with me?”
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You can participate in market-linked growth while being protected from direct market losses. Your account’s value is not reduced by market downturns.
This strategy is designed to provide potentially tax-advantaged income during your retirement years. Withdrawals and policy loans are generally income-tax-free if the policy is structured and maintained properly.
When structured correctly, this strategy can create a steady stream of income throughout your retirement, giving you more confidence that your plan can support your long-term goals.