Jonathan Codispoti - Vice President, Growth & Development

Jonathan Codispoti - Vice President, Growth & Development

Share

Helps high-earning individuals align business, wealth, and long-term strategy through coordinated, owner-based & executive professional planning. S.

My mission is to help you achieve a long lasting financial plan that is tailored specifically for you while also maximizing and protecting your wealth. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Lifetime Financial Growth is not an affiliate or subsidiary of PAS or Guardian. Lifetime Financial Growth is not registered in any state or with the U. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License #0H46340

Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.
/COMPLIANCE:2023-1430/

Retirement and Quality of Life 10/12/2026

This video asks the right questions about how you can save money for retirement without sacrificing your quality of life.

Retirement and Quality of Life Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Saving for College 101 10/11/2026

Saving for college doesn’t have to be as complicated as college itself.

Saving for College 101 Here's a crash course on saving for college.

Rightsizing for Retirement 10/09/2026

Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?

Rightsizing for Retirement What does your home really cost?

Insurance protections for small business owners 10/07/2026

If you’re a small business owner, having adequate protections in place can not only help your business flourish but also help protect you and your family from financial risk.

Insurance protections for small business owners Small business plans often miss key insurance protections. Learn what coverage can help protect your business and family.

The $10,000 Ceiling: Why Group Disability Insurance May Not Fully Protect Key Employees 10/06/2026

The $10,000 Ceiling: Why Group Disability Insurance Fails Your Key People What happens when your COO, CFO, or top producer cannot work for the better part of three years? It is an uncomfortable question. Most owners would rather talk...

The $10,000 Ceiling: Why Group Disability Insurance May Not Fully Protect Key Employees On paper, your group long-term disability plan may look adequate at open enrollment. In practice, it often is not built for the handful of people your business cannot run without.

New Retirement Contribution Limits for 2026 10/05/2026

Have you heard about the new contribution limits from the IRS? Read about it in our article.

New Retirement Contribution Limits for 2026 A look at the new retirement contribution limits from the IRS.

The Business Cycle 10/04/2026

How will your investments weather the ups and downs of the business cycle?

The Business Cycle How will you weather the ups and downs of the business cycle?

The ABC’s of Auto Insurance 10/02/2026

It isn't whether you should have auto insurance - it's what kind you should have.

The ABC’s of Auto Insurance What kind of auto insurance should you have? Do you know?

Your Changing Definition of Risk in Retirement 09/28/2026

Retirement may change your perception of investment risk.

Your Changing Definition of Risk in Retirement A change in your mindset during retirement may drive changes to your portfolio.

How to manage your retirement income concerns 09/27/2026

Worried your retirement savings won’t last as long as you need it to? Consider trying these simple steps to help you enjoy the retirement you’ve been saving for and retire with financial confidence.

How to manage your retirement income concerns Retirement can be a source of stress but there are many things you can do to financially prepare for a long retirement

Website

Address


8425 Pulsar Place Suite 450
Columbus, OH
43240

Alerts

Be the first to know and let us send you an email when Jonathan Codispoti - Vice President, Growth & Development posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Subscribe

We will notify you when anything happens in Columbus.