Understanding Your Complete Financial Picture (Video)

By Jonathan Howard, CFP® 

Are you looking for a partner who will help plan and manage your financial life? Do you want a personalized plan that accounts for your complete financial picture? Would you like to work with advisors who are committed to data-driven advice rather than selling products? If so, SeaCure Advisors may be the right fit for you. Learn more about our collaborative financial planning process that accounts for your entire financial life. 

About Jonathan

Jonathan Howard is a financial planner at SeaCure Advisors, a financial services firm committed to developing custom-tailored financial plans to help clients meet their specific goals and needs. 

Prioritizing education, diligence, and communication with a high emphasis on tax planning, his goal with everyone he works with is to help them use their resources as tools to enhance their prosperity and well-being.

Prior to entering the financial services industry as a licensed life & health insurance agent, Jonathan spent 17 years in Los Angeles, working as an editor and visual effects artist. Jonathan holds a bachelor’s degree from Middlebury College as well as the Series 7, 63, 65, and CERTIFIED FINANCIAL PLANNER™ designations. He has contributed to financial articles published in Forbes, USA Today, Fox Business, US News & World Report, Kiplinger, Yahoo! Finance, and more. 

Jonathan lives in Lexington, KY, with his beautiful and patient wife, two vivacious daughters, and three spazzy dogs. When he’s not working, he enjoys playing guitar, spending time outdoors, and family time. To learn more about him, connect with him on LinkedIn.