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Smart Investor

Products & Services

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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)


 

 

Your Investment 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)

 

 

     

Both Your Financial Road Map & Your Investment Road Map Combo

Receive both reports at a reduced price (There's no overlap between the two).

$250.00

 

(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)

        Weekly E-newsletter

      Jonathan Pond's Weekly E-Newsletter

      Timely Financial Guidance from

      "America's Financial Planner"

      For Less than a Dollar a Week

      Reap the benefits of Jonathan Pond's weekly E-newsletter, "Ponderings."  Every Monday morning, you will receive his email letter, including:

      • Jonathan's weekly review and outlook for the investment markets, including his ideas about investment opportunities and risks Ideas that you can put to immediate use on investing and personal financial planning

      • Smart money tips on a variety of money topics to help you make the most of your money
      • Quotes and quips, both inspirational and humorous, to help you jumpstart your week
      • Periodic mutual fund recommendations highlighting the top no-load funds and ETFs in a promising market segment
      • Periodic reviews of the best financial websites Periodic flash reports highlighting crucial developments and opportunities              

       

All of this is available for $49 - less than a dollar a week and your satisfaction is guaranteed. Annual subscription rate: $49.00

(Click here to order via the Internet)

       

 

Smart Planner Worksheets & Checklists CD

This CD contains computer editable and printable versions of: Personal Record Keeping Organizer, Personal Budget Planner, Statemetn of Personal Assets & Liabilities, College Education Funding Worksheet & Retirement Planning Worksheet.
 
$2000

(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.

$5.00

(Click here to order via the internet)

 

 

 

Jonatn'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

      $3.00 Each or 6 for$15.00

      (Click here to order via the internet)

 

 

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