ABOUT SCOTT

Scott Jonas, CLU, CFP is known for solving complex financial problems and strategically structuring businesses for their financial health. Scott partners with Northwestern Mutual business owners to achieve their dreams through leveraging the mechanics of the NM contracts and deployment of business fundamentals.

Expertise in analyzing the financial structure of your business and making recommendations aligned with the vision and goals of your business. Includes but not limited to:

Financial Analysis & Projections

Cashflow Planning

Investment Analysis & Planning

Compensation Analysis & Planning

CERTIFICATIONS

CFP

Certified Financial Planner designation from the CFP Board

CLU

Chartered Life Underwriter designation from The American College of Financial Services