About Jon R. Vaux
When Trusting Others With Our Life, We Want The Most Experienced, Utilizing The Latest Technology.
When Trusting Others With Our Life, We Want The Most Experienced, Utilizing The Latest Technology.
When Trusting Others With Our Life, We Want The Most Experienced, Utilizing The Latest Technology.
So, Who Are You Trusting With Your Retirement Planning & Education?
When Trusting Others With Our Life, We Want The Most Experienced, Utilizing The Latest Technology.
When Trusting Others With Our Life, We Want The Most Experienced, Utilizing The Latest Technology.
Jon Was Chosen by American Express/Ameriprise Financial To Represent Their Prestigious Brand When Educating Bank and Broker Dealer Advisors In CA.
Since 1991, Jon Has Been Complaint Free and Trusted By 100's of Clients & Advisors For The Latest In Retirement Education.
30 yr. Complaint Free Reputation. Trusted By Clients & Advisors Since 1991.
When Trusting Others With Our Life, We Want The Most Experienced, Utilizing The Latest Technology.
30 yr. Complaint Free Reputation. Trusted By Clients & Advisors Since 1991.
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Professional Reputation- Endorsements & Recommendations
Endorsements By Former Colleagues-
Keith Pinkley, VP, DSM at Athene- I managed Jon directly at American Express Financial. Jon was a strategic hired RVP. He takes a relentless approach with customer service for his clients and is the consummate financial professional.
Richard White, VP, DSM at John Hancock Investments- I have known Jon for over 30 years, on both a professional and personal basis, and I offer my highest recommendation for Jon. He exemplifies the integrity, professionalism and work ethic most desirable in financial services.
Recommended by Clients-
Dee & Tim R., Client- We have lost too much money investing in the past. Jon led us through safe investing process so liberating we wish we’d met with him years ago.
Naren S., Nonclient- Impressed with Jon’s knowledge, I asked for help with annuities that I purchased from an advisor who misrepresented us. Without compensation, Jon donated many hours of his time, worked with due diligence and a sense of responsibility. I wish I met Jon sooner.
Gail M., Retirement home resident & client- First met Jon when terrified I couldn’t afford my future rent. Jon discovered my prior agent improperly sold me an annuity. Jon guided me, extracting me from the annuity without penalty and moved my money to more suitable investment. Now, I can enjoy life and have no worry about running out of money.
John Z., Hooking up with Jon was the best decision I've made in preparing for my retirement. I retired in August 2015. I contacted Jon in early 2016. He set me up to secure my future. My account NEVER loses value, unlike every other investment I have ever had. Last year I earned 9%. This year, who can say how it will end. However, I know that I will not lose one single dime from the amount in my account after withdrawing my RMD. That gives me a very comfortable feeling in light of how the stock market has been all over the place in the past several weeks. Give Jon a call.
30 Years Experience + Independent Financial Services-
• Former CA Regional Vice President for American Express and Ameriprise Insurance Divisions. Educated licensed Advisors at major banks and broker dealers on retirement income insurance contracts. Developed wholesale relationships with national industry executives, insurance marketing organizations, banks, broker dealer and wire house channels.
• Originated San Diego's North Island Federal Credit Union's investment program in 1991.
• Persona for seminar, trade show and public speaking educating financial professionals and the public.
• 32 years of experience of working with seniors on life Insurance, Annuity Contracts, Stocks, Bonds, Mutual funds, and Alternative Investments.
• Currenlty operating as an independent financial professional providing complimentary comparisons of retirement strategies and investments.
Available For Speaking Events
We provide free retirement presentations to groups large or small. Call for more information.
Alternatives to Bank CD's, Annuities, Long Term Care Polices
Get Highest Rates For 2024
Educating Retirees Since 1991
Get Highest Rates For 2024
YES OR NO?
1) Would You Prefer No Stock Market Risk?
2) Would You Prefer No Management Fee!
3) Would You Prefer a Life Income Guarantee?
The fiduciary responsiblity. It is too often the public is not made aware of retirement savings plans that have no fees or market risk. Imagine the comfort of knowing the only way your account value can dr
YES OR NO?
1) Would You Prefer No Stock Market Risk?
2) Would You Prefer No Management Fee!
3) Would You Prefer a Life Income Guarantee?
The fiduciary responsiblity. It is too often the public is not made aware of retirement savings plans that have no fees or market risk. Imagine the comfort of knowing the only way your account value can drop is if you withdraw money. Imagine retirement with investment protection and a life income guarantee. We can show you no-fee insured strategies. No more worry or risks of stocks, bonds, or mutual funds. We can also show you how insure against running out of income during retirement.
Have You Been A Victim?
Educating Retirees Since 1991
Get Highest Rates For 2024
EDUCATION ON FIDUCIARY DUTY AND FINANCIAL ADVISOR CONDUCT.
ALREADY OWN AN INVESTMENT THAT YOU DON'T UNDERSTAND?
If your invested in stocks, bonds, mutual funds, annuities OR investments you don't understand you maybe a victim of fraud, negligence or misconduct. We are not lawyers but we will educate you on the professional fiduciary duty of a licensed financial professional.
Educating Retirees Since 1991
Educating Retirees Since 1991
Educating Retirees Since 1991
Service provided by Jon R. Vaux, a former S. California Regional Vice President at the prestigious American Express/Ameriprise Financial Group. Jon has been has been a trusted licensed professional for 30 years. He provides unique education on retirement planning. He has educated 100's of financial professionals and the public. He started
Service provided by Jon R. Vaux, a former S. California Regional Vice President at the prestigious American Express/Ameriprise Financial Group. Jon has been has been a trusted licensed professional for 30 years. He provides unique education on retirement planning. He has educated 100's of financial professionals and the public. He started his career in 1991 establishing San Diego member based North Island Federal Credit Union's investment program, where Jon was awarded top national provider status within 9 months.
Jon finds great reward when helping retiree's understand their options. His patience and simple presentations allow clients to make informed decisions and eliminate future problems. (See endorsements and recommendations)
32 Years Experience, Knowledge, and Industry Relationships
Questions On Our Value Add?
· We never charge you a management fee.
· We offer no obligation analysis, education, and welcome phone calls at anytime.
· We utilize hi-tech comparison tools to analyze annuities, fees, portfolio risk, etc.
· We can show you alternative risk adverse, no-fee investments.
· We customize retirement savings growth and income plans for each person.
· We are not advocates of investment risk, management fees, or buy and hold strategies.
· We are not advocates of living benefit annuities designed to pay you back your investment.
· We show you how to better predict your future by removing the investment variables.
· Our goal is to show you investments designed for safety with the most earnings opportunity.
We offer the investments Certified Financial Planners (CFP) are required to show you if you are risk adverse.
Events- Seminars & Private Meetings.
Radio show hosts misinforming the public. Click here to read more.
Call to attend one of our seminars or request a private meeting.
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- What Your Advisor Doesn’t Know or Show You, Can’t Help You!
- How To Beat Bank Rates and Inflation