Advisory Business Planning


Financial Services

About Us

An independent Life Insurance Advisor, a majority of the people I talk with don’t truly understand how Life Insurance products can have a positive impact on their day-to-day lives. Showing clients how the products work allows them to see Life Insurance policies, Annuities, etc. as “tools” to enhance their overall financial planning. Consider the following concerns.

1. Do I know how much money I’ll need for retirement?

2. Do I have a way to address the impact of market risk and taxes on my retirement funds?

3. Do I have an alternative source of funding (for business or personal) other than a bank?

4. How can I protect my current income?

5. Is my family protected if something happens to me?

Life insurance products offer solutions to address all these concerns. Together with my partners, I support clients with Insurance Advisory service for personal and business, Investment & Wealth Management services, Retirement Planning, and Legacy planning.

Prior to becoming an independent Insurance Advisor, I worked for large corporations and small/mid-sized entrepreneurial companies within the Satellite/Broadcast industry. My professional experience is a blend of technical operations, division management, business planning, strategic planning, product development, market research & planning, and technical design support. My roles focused on the goal of corporate revenue growth. Sharing financial strategies and planning options with my clients, the focus on growth remains the same, but now it’s for the financial well-being of individuals and families.


  • Wealth & Risk Management
  • Retirement Planning
  • College Planning
  • Family, Income, and Asset Protection
  • Networking - connecting people with services; e.g. investors with businesses

Rep/Contact Info

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Jonathan Feldman
Independent Insurance Advisor