Four Questions to Protect Your Retirement Savings
If you are recently retired or preparing to retire, and realize that there is much misinformation and misunderstanding about how your retirement savings must be converted into retirement income, then watch this short video to learn the four questions you need to ask yourself before making any decisions.
Jon Bowles
JLB Financial
323-547-8990
Lic. # California Insurance License (#0C88392)
Jon Bowles is a Financial Consultant based in Southern California with 28 years of experience helping clients plan for retirement, manage risk, and implement tax-efficient strategies. A UCLA graduate, he began his career with Morgan Stanley Dean Witter, later serving at Citi Personal Wealth Management and NettWorth Financial Group before establishing his own independent practice.
He works with individuals, families, and businesses to create holistic financial plans that prioritize capital preservation and long-term goals. Jon holds Series 63 and 65 securities registrations and a California Insurance License (#0C88392), and is committed to providing personalized, client-focused guidance every step of the way.