Our Mission

We at Jefferson Financial Group believe that a comprehensive financial analysis is the foundation to building wealth.  By conducting a thorough financial evaluation, Nathan works with clients to establish goals and objectives.  The resulting financial analysis allows the advisor to formulate strategies to assist clients in reaching their goals.  While a financial analysis cannot guarantee success, we do believe that a financial plan can significantly increase the probability of clients attaining their financial objectives.

Nathan is a Registered Investment Advisor Representative offering securities and advisory services through LPL Financial.  As a result, the advisor develops an overall coordinated investment strategy that incorporates an individual's risk tolerance, time, tax bracket, and income needs.  His investment management process utilizes Asset Allocation Models to ensure clients are well diversified and they do not subscribe to day trading.  His comprehensive financial analysis includes, but is not limited to, the following key areas:  financial planning (i.e. review of cash flow, assets and liabilities) and protection planning (i.e. review of life insurance needs and group benefits, disability, and long term care insurance).