Retirement Planning

  • SEP IRAs
  • 401k
  • 403b
  • Profit Sharing

Employee Benefits

  • Life & Disability Insurance

Business Investing

  • Mutual Funds
  • Stocks
  • Bonds – corporate and government
  • Exchange Traded Funds (ETFs)
  • Unit Investment Trusts (UITs)
  • Real Estate Investment Trusts (REITs)
  • Socially Conscious Investing

Cherokee Investment Notice

Jonathan B. Kvasnik, ChFC is registered to conduct securities business in AR, AZ, CA, DC, FL, IA, IL, MN, MT, TX, WA, WI and licensed to conduct insurance business in AZ, MN, MT, WA. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only, and does not constitute an offer to sell, or solicitation of an offer to purchase, brokerage services to persons outside the U.S.


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