With 2025 coming to an end, I’ve been reflecting on this year’s success. At our Region’s Annual Awards Banquet, I was honored to be recognized for my accomplishments in 2024. My office supported members affected by the floods. We raised over $6,000 for one of my clients! As well, we provided necessities to others. On LinkedIn, I started posting consistently. I’ve been able to connect with others from around the world sharing the importance of financial planning! (Thanks for being here!) In August, I strengthened my work-life balance by working less weekends and scheduling time for my hobbies. This has helped me tremendously! Throughout the year, we sponsored events in the community such as Fall Fest, Zumba at the amp, and Biggest Loser. It’s so important to make an impact in the community! All year, we hosted events for our clients to gather together and have fun! It's one of the best parts of my job. Bringing others together and making memories! I’m certain 2026 will bring more blessings! Happy New Year! ----------- Hi, I'm Jon Dannecker! For over 14 years, I've been helping families, businesses, and individuals plan for the financial future. My door is ALWAYS open, message or call me! #Grateful #BusinessOwner #Entrepreneurship #BusinessDevelopment

“I’ve been meaning to talk to someone about my finances!” Over the past 14 years, I’ve heard this phrase quite often. Life gets busy and our finances can fall to the side. It’s more common than you think! At the first meeting, clients often ask a lot of questions about amounts… How much money do I need to retire? How much should I be saving each month? How do I know I’m financially secure? The truth is that it varies from person to person. We’ll have to dig deeper. I want to learn about your goals, aspirations, income, and expenses. With this, we can develop a personalized financial plan together. Sometimes, I realize that clients put off financial planning BECAUSE they think their situation is bad. It makes them fear the worst. However, their situation usually isn’t that bad. It just needs a new perspective. Financial planning helps you reach your goals and create the life you want! 📌Want to chat further? Let’s connect! ------------------- Hi, I'm Jon Dannecker! For over 14 years, I've been helping families, businesses, and individuals plan for the financial future. My door is ALWAYS open, message or call me! #PersonalFinance #Finance #Savings #GrowthMindset

Wishing you all a very Merry Christmas! 🎄❄️ We hope it's a wonderful day with family and friends. Our office will be closed to celebrate with our families.