fbpx
Jon Brethauer, CFP®, AIF®, CPFA, MBA

Jon Brethauer, CFP®, AIF®, CPFA, MBA

President

Jon is a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of business and financial planning experience. He has a Bachelor of Business Administration (BBA) degree in Finance with a concentration in Investments, a BBA degree in Financial Planning, and a Master’s in Business Administration (MBA), all from the University of North Florida. Jon holds the Certified Plan Fiduciary Advisor designation, Accredited Investment Fiduciary® (AIF®) designation and the Series 7 FINRA General Securities Representative License. He is an Investment Adviser Representative and a licensed agent for life, health, disability and variable annuity contracts in the state of Florida.

Jon’s Background

Prior to joining ProVise, Jon was the Financial Planning Specialist for the Tampa Bay region with SunTrust Investment Services as well as an officer of SunTrust Bank. He serves on the Board of Directors for BayCare Alliant Hospital, the Board of Directors for the Morton Plant Mease Healthcare Foundation, and is the Chairman of the Investment Committee. He has served as the Chairman of the Skip Cline Leadership Society and resides on the Leadership Committee, serves on the Morton Plant Mease Finance Committee, and the Morton Plant Mease Foundation Planned Giving Advisory Council. Jon is a long-standing member and former Treasurer and board member of the Rotary Club of Dunedin Waterside.

Jon and his wife Lora are native Floridians who are raising their daughter Emma in Palm Harbor.

Request Your Complimentary Consultation from a CFP® Professional

The ProVise Planning Experience

A financial plan is a roadmap to your financial success. A ProVise financial planner will follow a process that includes the following steps to creating a customized strategy specific to your current financial situation, lifestyle, and future goals.

Planning
1. Understanding Your Personal and Financial Circumstances 2. Identifying and Selecting your goals 3. Analyzing Your Current Course of Action and Potential Alternative Courses of Action 4. Developing the Financial Planning Recommendation(s) 5. Presenting the Financial Planning Recommendation(s) 6. Implementing the Financial Planning Recommendation(s) 7. Monitoring the Progress and Update

1. Understanding Your Personal and Financial Circumstances

Before we can help you reach your goals, we need to understand where you are. We perform a thorough analysis of your current financial situation and upcoming risks before creating a financial plan designed for your increased future success.

2. Identifying and Selecting your goals

Your future financial goals will dictate your current financial choices. We need to understand your goals and then help you prioritize those goals, so we can align your financial strategy with the lifestyle for which you are aiming. We help you balance your goals in a way that is designed to benefit your current lifestyle without neglecting your future financial goals

3. Analyzing Your Current Course of Action and Potential Alternative Courses of Action

It is important for us to first determine what you are currently doing and why. What is your approach to your finances and investments? There is no reason to seek alternatives if what you are doing is working. However, we can only do this in the context of looking at alternatives that may either fine tune what you are doing, or perhaps offer an alternative approach.

4. Developing the Financial Planning Recommendation(s)

Unlike others who just want to sell you something that may not be in your best interest, we do not consider recommendations until we have taken the first three steps of the financial planning process. You do not want a physician to create a treatment plan without a thorough analysis of your current condition and consideration of alternatives. The same is true with your financial health.

5. Presenting the Financial Planning Recommendation(s)

We will provide you with a set of written recommendations sharing our best ideas and thoughts regarding your personal financial situation. For those with a relatively uncomplicated financial life it might be done in a bullet point format, while for others it could be a much longer document. It might even be done with a modular plan focusing on the one aspect that is most concerning to you.

6. Implementing the Financial Planning Recommendation(s)

We help you put the financial planning strategy to work by putting together a checklist of action items for you and us that helps ensure that the plan is implemented in a timely fashion. There is nothing worse than knowing what needs to be done and then not doing it.

7. Monitoring the Progress and Update

Financial planning is not an event that happens one time. It is a continuous process. Life happens and things change. You will not go it alone. We will walk with you through every financial decision, roadblock, obstacle and opportunity to make sure you are staying on track toward your financial goals.

Schedule a Complimentary Consultation

Financial planning is not one big thing…it is hundreds of little things™. We will walk with you every step of the way through investments, debt payoffs and everything in between to help you reach the financial goals that matter most to you.

STRAIGHT FROM THE SOURCE

Read our market analysis reports to stay up to date on the raw numbers that impact your financial landscape.