Jon Preston, CFP

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

Our annual Fall Sales Conference was a day spent discussing where our industry is headed, how great businesses continue ...
09/30/2026

Our annual Fall Sales Conference was a day spent discussing where our industry is headed, how great businesses continue to evolve, and what it takes to keep improving.

Hearing perspectives from leaders like Daken Vanderburg and Michael Book made for a thoughtful and engaging program, with plenty of ideas and insights to bring back and put into practice.

Strong financial plans aren’t linear. They’re adaptable. Knowing which levers to pull, and when, can make all the differ...
09/29/2026

Strong financial plans aren’t linear. They’re adaptable. Knowing which levers to pull, and when, can make all the difference over time. The goal isn’t to predict every twist and turn, but to create a framework that allows you to respond thoughtfully as circumstances change.

Money may not be the most romantic topic, but it’s one of the most important conversations a couple can have. Before mar...
09/22/2026

Money may not be the most romantic topic, but it’s one of the most important conversations a couple can have. Before marriage, taking the time to discuss finances can help build trust, align expectations, and create a stronger foundation for the future.

Topics worth discussing include:
• Spending and saving habits
• Financial goals and priorities
• Homeownership, family planning, and retirement
• Marital versus separate property considerations
• Tax planning and other financial decisions that can impact your future together

If the unexpected happened, would your loved ones have the financial resources they need? Let’s schedule time to review...
09/17/2026

If the unexpected happened, would your loved ones have the financial resources they need? Let’s schedule time to review your protection strategy.

It’s easy to focus only on growing wealth, but financial wellness is also about balance: having enough structure to feel...
09/15/2026

It’s easy to focus only on growing wealth, but financial wellness is also about balance: having enough structure to feel secure and enough flexibility to actually enjoy the life you’re building. A strong financial foundation should support your goals, reduce unnecessary stress, and create the freedom to make decisions with confidence, both today and in the years ahead.

As we approach the season of giving, charitable planning can look different for everyone, but one common theme is intent...
09/14/2026

As we approach the season of giving, charitable planning can look different for everyone, but one common theme is intentionality. That can include thinking
about timing, types of assets, and how giving can strategically fit into an overall
financial picture. Curious about what giving options could work for you? Let’s talk.

Most retirement planning conversations focus on financial matters, and for good reason. But once the work stops, what ta...
09/08/2026

Most retirement planning conversations focus on financial matters, and for good reason. But once the work stops, what takes its place? With many people spending 20-plus years in retirement, purpose, connection, and meaningful ways to spend your time can be equally as important as the size of your portfolio.

Finding the right path to building your net worth can feel overwhelming. Between saving, investing, managing debt, and p...
09/01/2026

Finding the right path to building your net worth can feel overwhelming. Between saving, investing, managing debt, and planning for the future, it’s not always clear what deserves your attention first. Let’s sit down and discuss what you’re doing well, where there may be opportunities to improve, and how to align your financial decisions with the goals that matter most to you.

When it comes to long-term investing, make sure you have a blueprint that helps you invest toward your goals but allows ...
08/25/2026

When it comes to long-term investing, make sure you have a blueprint that helps you invest toward your goals but allows for flexibility as things change. Investing is a lifelong process. Taking a thoughtful, disciplined approach can help ensure your decisions remain aligned with your values and your goals.

08/20/2026

Big topics don’t need big stress. Together, we can help bring clarity to your greater financial picture. Let’s schedule a check‑in.

Address

197 First Avenue, Suite 250
Needham, MA
02494

Telephone

+19786977962

Website

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