Jon Rathert
State(s) Licensed: GA, IL, IN, MN, MO, NM, OH, PA, SC, TN, TX
904 Washington St.
Columbus, IN 47201
State(s) Licensed: GA, IL, IN, MN, MO, NM, OH, PA, SC, TN, TX
Financial Advice with Purpose - Helping everyday people uses the resources, gifts, and passions they have been given to do more!
Want to do more with what you have been given? The right guidance can help you get there.
My focus is on providing holistic financial advice which leads with education at every step along the way. I do this through being able to offer income protection products, several different investment approaches, and comprehensive planning.
Having worked at Cummins for 15 years, I am particularly knowledgeable in helping people understand how Cummins benefits can best be used to help you reach their goals.
Let's chat about it! Every relationship begins with just getting to know each other, learning about your goals and current situation, and sharing what it can look like to work together.
We will then complete a no obligation financial review which gives you a strategy level view of how you are tracking toward your key financial goals as well as some recommended topics to explore which could put you in a better position.
From there you can decide if I am a good fit to help you along your financial journey - whether in big ways or small.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Columbus Office
- Phone:
- 812-350-5398
Hours
M – F: 8 a.m. – 5 p.m.