Private Wealth Advisor
In his many years of experience, Jon Sudkin has helped guide his clients through times of economic volatility, as he knows that a sound plan can help you pursue your goals. His philosophy is Evaluate, Educate, Motivate: evaluate his clients’ financial situation, educate them about their opportunities, and motivate them to take action.
Jon can help you enjoy the retirement you deserve. He uses a comprehensive process to better align your goals with the appropriate financial tools. The process includes:
Needs Assessment – This entails clearly defining your goals, evaluating your risk tolerance and determining any factors that may impact your future.
Analysis & Design – By identifying any gaps, Jon can then offer alternative strategies that fit your situation.
Implementation – Jon works with you to research the best solutions and carefully execute them for you, keeping a long-term focus in mind.
Service & Support – Jon will help ensure that you continue to be well informed and better able to make appropriate and opportune decisions as your needs change.
Jon receives support from Integrated Financial Partners and their experienced team of specialists. Together they can bring a wealth of resources and creative solutions so you can live your life with confidence.