Business Profile: Jon Tait – Signature Wealth Strategies
Whether you are nearing retirement, in the middle of it or planning for it a decade in advance, preparing and investing for a comfortable financial future can be daunting.
Some sound advice is not to navigate it alone. One of the best ways to take charge of your long-term financial objectives is to work with a financial planner who will help you create an individualized plan specific to your needs and goals.
“We try to act as your personal CFO (chief financial officer) to craft financial strategies that fit with your lifestyle,” explains Jonathan Tait, owner of Raymond James Financial Services in Leland. “I always say that I only have one job — to get you to the end your life without running out of money.”
As a Raymond James Financial Services affiliate, Tait and his team provide a variety of services, including individual financial planning, retirement planning, corporate and small business retirement plan consulting, portfolio management and business planning. Unlike other financial planning services that sell their own product portfolios, Raymond James Financial Services are independent financial advisors with all the fiduciary responsibility. “We’re beholden to no one else; we put our clients first and do what’s right for them,” Tait says.
It’s also customer service that sets this Raymond James apart. For Tait, it’s about going out of the way to make sure their clients achieve their goals. “All of our business cards have our cell phones on them so clients can reach us anytime,” he says.
Tait, who graduated from the University of North Carolina Chapel Hill with a degree in English, had planned on being a high school English teacher. It wasn’t long before he realized that teaching “wasn’t going to be what I wanted to do.” Fueled by an interest in financial planning, he trained at Raymond James’ home office in St. Petersburg, Florida. He has been with Raymond James since 2001. In 2006 he and his wife moved to Brunswick County from Tampa, Florida, and opened Raymond James Financial Services in Leland in 2007. In addition to the Leland office, Tait has a second location in his home town of New Bern, North Carolina.
In 2012 Tait became a Certified Financial Planner™, a professional designation issued by the Certified Financial Planner Board. As a Certified Financial Planner, Tait not only advises on investments, but also helps with budgeting, savings and retirement and education planning by assessing each client’s needs, creating a personalized investment strategy, implementing that strategy and then managing and monitoring its progress, keeping the client constantly informed and updated. “We believe prudently managed wealth serves as a means to get you where you want to go, and we’re committed to delivering our best advice to help you get there,” Tait says.
What first attracted Tait to a teaching career is what he finds to be the most rewarding part of his job in financial planning services today: “Simplifying the complexities of investing and planning strategies and helping others learn new things about their finances and their lives.”
Jon Tait – Raymond James: 1022 Grandiflora Drive, Leland; (910) 371-0366; raymondjames.com/rjfsleland