Products & Services


Your Financial Road Map

This is a personalized, confidential report covering every important facet of your financial life. It is based on a straightforward questionare that takes only about 30 minuets to complete. Your personalized report will be mailed to you in about 3 weeks and is filled with information pertaining to your individual financial situation. You may also choose to receive the report in one week by email.


$150.00

(Click here to order via the Internet)






Books, CDs & Other Valuable Publications

You Can Do It! The Boomer's Guide to a Great Retirement
Jonathan's latest book in hardcover.

You Can Do It! The Boomer's Guide to a Great Retirement
CD version of Jonathan's latest book.

You Can Do It! The Boomer's Guide to a Great Retirement
A large print version of Jonathan's latest book.

(available through Amazon.com and Barnes & Noble)

(Click here to order via the Internet)




Financial Information Organizer CD

A computer based program for storing all your vital personal and financial information - editable on your computer and printable. It's simple to use.

$20.00

(Click here to order via the Internet)




Quarterly Investment Review

Subscribers receive a timely and objective analysis of investment opportunities every three months. Comments on his "all-star mutual funds" and investment allocation strategies assure that readers will keep up-to-date on important investment matters. Helpful, Smart Money Tips are also included in each issue. Subscribers also receive exclusive access to Jonathan's Secure Web Site that contains his weekly market commentary. Subscribers may choose to receive their newsletters by mail, email, or fax. Those who choose email or fax can receive newsletters with additional articles of interest to parents, people preparing for retirement, or retirees.


 
Annual subscription rate: $14.00 (Click here to order via the Internet)





Weekly Email Update and Flash Reports for One Year:

Receive investment advice, market commentary and smart money tips every week for one year, by email.

$70.00

 

(Click here to order via the Internet)




Letter of Instructions (12 Pages)

A letter of instructions will help you organize your records and provide important information to loved ones. We reccommend one for each adult family member.

$3.00

(Click here to order via the Internet)





Jonathan's Guide to Planning for Retirement (54 pages)

This comprehensive guide will help you prepare for a financially comfortable retirement.

$10.00

(Click here to order via the Internet)





Jonathan's Quick Guides

Buying a Home

Saving for College

The Basics of Investing

Hints on Increasing your Savings

Life Insurance

Health Insurance

Medicare & Other Insurance for Seniors

Disability Insurance

Personal Liability Insurance

Continuning Care Insurance

The Best Ways to Invest for Retirement

Retirement Plans for the Self-Employed

Federal Employee Retirement System

U.S. Military Retirement System

Canadian Retirement Plan

Trusts and Other Estate Planning Strategies

Estate Planning Basics and Documents

(Click here to order via the Internet)

$2.00 Each
or 6 for
$10.00





Weekly Email Update and Flash Reports for One Year:

Receive investment advice, market commentary and smart money tips every week for one year, by email.

(Click here to order via the Internet)

$70.00



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