Jonathan Codispoti - Vice President, Growth & Development

Jonathan Codispoti - Vice President, Growth & Development Helps high-earning individuals align business, wealth, and long-term strategy through coordinated, owner-based & executive professional planning. S.

My mission is to help you achieve a long lasting financial plan that is tailored specifically for you while also maximizing and protecting your wealth. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Gua

rdian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Lifetime Financial Growth is not an affiliate or subsidiary of PAS or Guardian. Lifetime Financial Growth is not registered in any state or with the U. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License

Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.
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Business owners can use term, permanent, or hybrid life insurance strategies to help fund buy-sell agreements and suppor...
07/01/2026

Business owners can use term, permanent, or hybrid life insurance strategies to help fund buy-sell agreements and support business continuity. Policy features, values, dividends, loans, and guarantees vary.

This piece presents an overview of fundamental steps to consider when a loved one passes.
07/01/2026

This piece presents an overview of fundamental steps to consider when a loved one passes.

An overview of some fundamental steps when a loved one passes.

Starting a business comes with both advantages and challenges so important to consider the pros and cons before taking t...
06/29/2026

Starting a business comes with both advantages and challenges so important to consider the pros and cons before taking the leap into self-employment.

Consider the pros and cons of starting a business before taking the leap into self-employment.

Hitting six figures used to feel like “making it.” But with rising costs and shifting priorities, many earners are findi...
06/28/2026

Hitting six figures used to feel like “making it.” But with rising costs and shifting priorities, many earners are finding that their money doesn’t go nearly as far as they expected. The six figure success story is changing — fast.

Rising costs are making six figures less of a success benchmark. Learn why income alone might not tell the full story.

A family-centered financial plan can help you:✅ Prepare for college costs✅ Plan for retirement (yours and your parents’)...
06/26/2026

A family-centered financial plan can help you:

✅ Prepare for college costs

✅ Plan for retirement (yours and your parents’)

✅ Protect loved ones with insurance

✅ Navigate estate planning and wealth transfer

Financial planning with your whole family can allow you to create, manage, and transfer wealth to benefit everyone

Ever heard of a Roth 401(k)? Would one be right for you?
06/24/2026

Ever heard of a Roth 401(k)? Would one be right for you?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Creating a home inventory can help you fully recover any property losses you incur. Include these four things.
06/22/2026

Creating a home inventory can help you fully recover any property losses you incur. Include these four things.

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

Disability insurance can be more affordable than you think. Plus you can customize your DI policy to address things like...
06/21/2026

Disability insurance can be more affordable than you think. Plus you can customize your DI policy to address things like student loans and your future earnings.

Disability insurance can be more affordable than you think.

The key to healthcare in retirement might be a patchwork of different choices.
06/19/2026

The key to healthcare in retirement might be a patchwork of different choices.

What is your plan for health care during retirement?

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retir...
06/17/2026

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retirement, you may need to consider how a down-market could impact your next chapter.

This short video illustrates the importance of understanding sequence of returns risk.

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8425 Pulsar Place Suite 450
Columbus, OH
43240

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