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Our Mission

How We Work

Jonasson Retirement Solutions was built to help good people maximize their life through financial education and strategic planning.

We live our motto "Money is a Tool, Knowledge is Freedom, and Planning is Power"

In the financial services industry there's what can be described as the "Good" the "Bad" and the "Ugly". We define the "Good" as those who operate with competency and only with the client's best interest in mind. The "Bad" is missing one of those two elements, and the "Ugly" is missing both. Our mission is to increase the "Good" and decrease the "Bad" and the "Ugly". We do this by holding ourselves to the highest standard of service to our own clients and spreading financial education to those beyond our own capacity.

When you join JRS to partner on a retirement plan, you become a part of the JRS family and we promise to always treat you as such.

Our Process

Our Process

From our initial meeting, to implementation, to monitoring we bring you through a comprehensive process that goes beyond the numbers. Our goal is to create a dynamic plan that you are educated on and confident in.

Our History

Our History

After years of experience in the industry, JRS was formed by Conor Jonasson CFP® as a boutique firm that can focus entirely on the needs of it's clients. No sale quotas, no commissions, but fee-only advice that ensures we provide advice with only your best interest at heart.

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