Of all the things you'll do today, which of them will you remember down the road?
"Live for today" is excellent advice, but there's more to life. A comfortable lifestyle today and a financially secure tomorrow starts with investment planning now.

Retirement Planning

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

Employee Benefits

  • Health & Dental Insurance*
  • 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 and licensed to conduct insurance business in Minnesota. 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.

 

* Health & Dental Insurance offered through Priority Financial Services