Let's plan your brighter future!
Let's plan your brighter future!
Meeting client needs with independent advice.
Take charge, be successful, and grow your wealth.
Exquisite services and precision execution.
Established in 2024, Jon Cain Financial Planning, PLC was founded after increasing demands for Jon’s financial advice. Originally an engineer by trade, Jon received his first industry designation to get his family of five on the path to health and wealth and to provide sound advice for his parents who were entering retirement age. Today, Jon is the manager of Jon Cain Financial, providing comprehensive financial planning tailored to the unique goals and objectives of each client. Jon Cain, ChFC® is a fiduciary with the legal and ethical duty to act in the best interests of his clients. He does not sell insurance or securities, nor does he actively manage any assets; he only provides advice and assistance to clients. Over the course of a typical engagement, Jon meets with clients 4 to 5 times, resulting in a custom-tailored comprehensive financial plan.
Jonathan Cain, ChFC®, M.M., B.S.
A native of Tucson, AZ, Jonathan Cain received his Chartered Financial Consultant (ChFC®) designation in 2019 from the American College of Financial Services. Prior to establishing his own practice, he worked at State Farm Insurance in Tempe, AZ and the Long Realty Company in Tucson, AZ. Jonathan is a Registered Investment Advisor (RIA) with the SEC and FINRA.
Please reach me at joncain.email@gmail.com to find the right service for you.
For each client, Jon develops a comprehensive financial plan that includes goals setting, data gathering, analysis, recommendations, and an implementation plan. Together, Jon and his clients address all aspects of planning including, including but not limited to, budgeting, savings, student loans and debt, investments, insurance, tax planning, and estate planning. Comprehensive financial planning is tailored to individual needs and goals.
Fee $200.00/hour.
It’s not easy being an artist. This service showcases the rich financial planning repertoire specially suited for artists, freelancers, and independent contractors, as well as union members. Includes an initial consultation, data gathering, and a final meeting where Jon offers cursory recommendations for clients.
One-time fee of $249.00.
Intended for high-net-worth individuals and families with a pre-existing financial plan, either self-made or professional. Jon’s unique perspective as a systems engineer and an expert in Monte Carlo simulation provide his clients with new insights and possible course corrections for their investment portfolio or holistic financial plan.
Fee $200.00/hour.
Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation.
Open today | 09:00 am – 05:00 pm |
Jon Cain Financial Planning, PLC
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