Jon Preston, CFP

Jon Preston, CFP I help families and business owners understand their finances so they can confidently make decisions that are in their best interests.

https://www.commonwealthfinancialgroup.com/licenses/

05/08/2026

As millions of shoppers turn to AI agents before traditional retailers, brands that fail to become machine-readable risk losing the next trillion-dollar market shift.

05/07/2026

A lot has changed in business over the past 20 years — but the real value often lies in understanding what hasn’t, and why those constants still shape performance today.

If you’re feeling the squeeze from everyday costs, you’re not alone. Rising prices can put real pressure on your budget,...
05/07/2026

If you’re feeling the squeeze from everyday costs, you’re not alone. Rising prices can put real pressure on your budget, and I’m here to help. Let’s look at ways to create breathing room, prioritize what matters, and keep your financial goals on track.

05/06/2026

With Americans living ever longer lives, the age-old worry of outliving savings has become more pronounced.

Happy Cinco de Mayo! Today is more than a celebration of Mexican heritage; it’s a tribute to resilience, unity, and cult...
05/05/2026

Happy Cinco de Mayo! Today is more than a celebration of Mexican heritage; it’s a tribute to resilience, unity, and cultural pride.

The need for disability income (DI) insurance is often misunderstood. Many think it’s a safety net only for those withou...
05/04/2026

The need for disability income (DI) insurance is often misunderstood. Many think it’s a safety net only for those without savings. But in reality, DI can play an important role in helping high earners protect their income and assets. Let’s start a conversation about strengthening your financial flexibility for the years ahead.

Today we celebrate our planet and commit to a greener, brighter future.
04/22/2026

Today we celebrate our planet and commit to a greener, brighter future.

With recent OBBBA changes, small decisions can add up. Let’s review your financial strategy: align cash flows, review an...
04/20/2026

With recent OBBBA changes, small decisions can add up. Let’s review your financial strategy: align cash flows, review any charitable and estate moves, and coordinate with your tax advisor so there are fewer surprises next spring.

Whether you’re purchasing solo, with a partner, or co-owning with friends or family, I’m here to help you make a plan th...
04/20/2026

Whether you’re purchasing solo, with a partner, or co-owning with friends or family, I’m here to help you make a plan that considers savings, affordability, and timing to help the process feel more grounded and achievable.

Ready to take the leap into homeownership? From job security to credit scores, there’s more to consider than you might t...
04/16/2026

Ready to take the leap into homeownership? From job security to credit scores, there’s more to consider than you might think. Before you begin touring, let’s talk about what you might need to be prepared.

Whether planning milestones, supporting your chosen family, or building a safety net, your tax refund can help bring you...
04/13/2026

Whether planning milestones, supporting your chosen family, or building a safety net, your tax refund can help bring you closer to the future you want. Let’s review your plan together.

Address

197 First Avenue, Suite 250
Needham, MA
02494

Telephone

+19786977962

Website

Alerts

Be the first to know and let us send you an email when Jon Preston, CFP posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Jon Preston, CFP:

Shortcuts

Share

Category