Jon Beaton

Jonathan Beaton joined the Estate Solution Planners team in December of 2021.  Jon is a Retirement Income Certified Professional (RICP) and brings years of experience in retirement and legacy planning.  Jon works to understand the retirement goals and needs of those he works with and takes an individually tailored approach to designing plans to meet those needs.  Retirement is one of the biggest changes in life, and Jon strives to make it an easy transition by collaboratively designing a plan that takes the question out of retirement and provides the flexibility to meet the changing needs and wants through retirement.

Jon has two boys and enjoys spending time with them and their many activities… and getting in an occasional round of golf.