Jon Ford (BA, CFP®, MA)

Jon Ford focuses in the
following client markets or areas of practice:

  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

Comprehensive financial planning and portfolio management services with an emphasis on pre- and post-retirement spending plans. The fee-only practice assures clients of unbiased, forthright and honest counsel; training and years of practice assure competence.

Additional Information

College and university degrees in mathematics, psychology and financial planning, and internships and residency programs in psychological practice and financial planning provide an extremely strong background to help clients plan their financial futures. About half of our clients come from Iowa, while the other half are from all parts of the country. Don't let distance stop you from calling to see if I can help.

NAPFA Start Date

September 21, 2001

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This Office

648 Leisure World Mesa, AZ 85206-3135 Phone: (319) 290-3024