Secure your income. Protect your assets. Plan a comfortable retirement.

Strategic tax, retirement, and liability planning for dental professionals.

Jongsik (Jon) Kim

Registered Investment Advisor / Financial Services Certified Professional / Agency Managing Director, FSCP®, FSS, LUTCF®, CLTC®, Special Care Planner

California Insurance License #: 0638640

Cell: (213) 792-9100

Maximizing your financial well-being

All of those years of school and the grueling hours have paid off. Your income has doubled and tripled, but so have your taxes. It’s more difficult than ever to actually keep what you make. We can help you to:

  • Keep more of what you make by implementing tax-deductible, tax-deferred, or tax-free benefit plans.
  • Protect your assets from frivolous non-work related lawsuits; the claims of creditors; market crashes.
  • Insure your income is protected against disability, death, or longevity.
  • Provide for a comfortable retirement with a secure source of income.
  • Create a legacy for your family or a worthwhile charity.

Whether you are self-employed or work for a large hospital or medical group, we can help you achieve these goals and take the worry off the table.

Make Most of Taxes

Protect Your Assets

Protect Your Income

Wealthier Retirement

Take control of your future finances

  • Do you know how much your practice is worth?
  • How will you exit your business on your own terms?
  • How will you drive value and still maximize your income?
  • What is your plan to retain key employees?
  • How can you legally find ways to reduce taxes?

These are a few of the questions that we can help you answer with our planning solutions.

Get a free in-depth consultation with Jon Kim

Jongsik (Jon) Kim, a 38 year of insurance and financial services veteran, is Investment Advisor and Financial Services Certified Professional with MassMutual Financial Group in Mid-Wilshire office.

Jon received Financial Services Certified Professional, Life Underwriter Training Council Fellowship, Financial Services Specialist, and Certified in Long Term Care and Special Care Planner Designations to specialize in insurance and financial planning services including Estate Planning, Business Succession Planning and Qualified Pension Planning for professionals and high net worth business owners.  He also specializes in advising families who have children with Special Care Needs. 

Registered Investment Advisor / Financial Services Certified Professional / Agency Managing Director, FSCP®, FSS, LUTCF®, CLTC®, Special Care Planner

California Insurance License #: 0638640

Cell: (213) 792-9100

Not only is Jon a trusted partner of the Korean American Dental Association, Jon plays a strong role within the Korean American community.

Besides that, Jon takes a needs-based approach to your insurance sales strategy.

His four-step process of analyzing, recommending, implementing, and reviewing your strategy will help ensure that you get on course to achieving your goals, and remain on course as life unfolds.

With over 170 years in the insurance industry, MassMutual is a recognized leader in workplace retirement and insurance solutions.

They are able to provide comprehensive solutions to individuals and businesses that smaller companies simply cannot provide.

Financial strength ratings
• A.M. Best: A++ (Superior, top category of 15)
• Fitch: AA+ (Very Strong, second category of 21)
• Moody’s Investor Service: Aa3 (High Quality, fourth category of 21)
• Standard & Poor’s: AA (Very Strong, second category of 20)

Jon Kim can help you with the following financial topics:

  • Annuity
  • Disability Income Insurance
  • Long-Term Care Insurance
  • Life Insurance
  • Mutual Funds
  • Trust Services
  • 401(k) Information Request

 

Trusted Partner of KADA

Jon Kim has been a trusted financial partner of KADA for over 38 years. He has worked with numerous members and has received commendations from several notable KADA members.

Get a free consultation and secure your financial future - today

Reach out to Jon using our contact form below.

3700 Wilshire Blvd. Suite 1009
Los Angeles, CA 90010

Cell: (213) 792-9100
Tel: (213) 252-6222
Fax: (213) 252-6299

www.jonkimadvisor.com

Let us know how we can help. Visit our Financial Services Representatives at a local office near you and start crafting your strategy to help secure your financial future today.

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