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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Valuation is important for business succession, estate taxes and even qualifying for a loan.
09/02/2026

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

Estate planning is something people tend to put off. Learn what you need to start early and build financial confidence.
08/31/2026

Estate planning is something people tend to put off. Learn what you need to start early and build financial confidence.

To make sure your estate is in order and heirs are taken care of, be sure to have a will, living will, and life insurance.

Preparation can sometimes be all you need to make the impossible, possible.
08/30/2026

Preparation can sometimes be all you need to make the impossible, possible.

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Consumer interest in annuities has never been higher. So what are annuities and why do so many people want them?
08/28/2026

Consumer interest in annuities has never been higher. So what are annuities and why do so many people want them?

A changing retirement landscape and uncertain economic times are fueling demand for guaranteed retirement income.

Is it possible to avoid a loss? Not entirely, but you can take steps to manage risk. Learn more here.
08/26/2026

Is it possible to avoid a loss? Not entirely, but you can take steps to manage risk. Learn more here.

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

The stock market has a long and storied history, from the Dutch East India Company to Wall St.
08/24/2026

The stock market has a long and storied history, from the Dutch East India Company to Wall St.

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

As a business owner, you carry a lot of responsibility. What if something were to happen to you? Would your business sur...
08/23/2026

As a business owner, you carry a lot of responsibility. What if something were to happen to you? Would your business survive? Protecting yourself in your personal life can help protect your business in the long term.

Protecting yourself in your personal life can help protect your business in the long term. 

Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-...
08/21/2026

Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-free.

Savvy investors take the time to separate emotion from fact.

10 tips that can head-off marriage money problems.
08/19/2026

10 tips that can head-off marriage money problems.

Couples may be able to head off many of the problems in a marriage that money can cause.

Your heirs will likely live to 100. Is your trust built for that? Learn how dynasty trusts and modern estate structures ...
08/18/2026

Your heirs will likely live to 100. Is your trust built for that? Learn how dynasty trusts and modern estate structures keep family wealth protected across multiple generations.

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Columbus, OH
43240

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