Jonathan Codispoti - Vice President, Growth & Development

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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® (Guardian), 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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10/18/2026

Retirement is evolving. Today, it’s about flexibility, purpose, and working because you want to—not because you have to.

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing mone...
10/16/2026

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing money like a Retirement Plan Detective!

Watch this fun video for tips on how to search for missing money.

Contact me today to learn more
10/14/2026

Contact me today to learn more

For many business owners today, retirement planning is important for both their own and their employees’ financial future

This video asks the right questions about how you can save money for retirement without sacrificing your quality of life...
10/12/2026

This video asks the right questions about how you can save money for retirement without sacrificing your quality of life.

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Saving for college doesn’t have to be as complicated as college itself.
10/11/2026

Saving for college doesn’t have to be as complicated as college itself.

Here's a crash course on saving for college.

Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision...
10/09/2026

Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?

What does your home really cost?

If you’re a small business owner, having adequate protections in place can not only help your business flourish but also...
10/07/2026

If you’re a small business owner, having adequate protections in place can not only help your business flourish but also help protect you and your family from financial risk.

Small business plans often miss key insurance protections. Learn what coverage can help protect your business and family.

The $10,000 Ceiling: Why Group Disability Insurance Fails Your Key People What happens when your COO, CFO, or top produc...
10/06/2026

The $10,000 Ceiling: Why Group Disability Insurance Fails Your Key People What happens when your COO, CFO, or top producer cannot work for the better part of three years? It is an uncomfortable question. Most owners would rather talk...

On paper, your group long-term disability plan may look adequate at open enrollment. In practice, it often is not built for the handful of people your business cannot run without.

Have you heard about the new contribution limits from the IRS? Read about it in our article.
10/05/2026

Have you heard about the new contribution limits from the IRS? Read about it in our article.

A look at the new retirement contribution limits from the IRS.

How will your investments weather the ups and downs of the business cycle?
10/04/2026

How will your investments weather the ups and downs of the business cycle?

How will you weather the ups and downs of the business cycle?

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8425 Pulsar Place Suite 450
Columbus, OH
43240

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