Jonathon Armstrong, CFP®, ABFP™
First we educate, then we motivate.
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Trajectory Wealth
Jonathon Armstrong, CFP®, ABFP™
Mt. Juliet, TN
Serving Clients Nationwide
First we educate, then we motivate.
Areas of Focus
- Financial Life Planning
- Insurance
- Investment Management
- Retirement Planning
- Taxes
About Me
Jonathon Armstrong, CFP®, ABFP™, is an Investment Advisor Representative with Brookstone Capital Management, as well as an Independent Insurance Advisor. With his experience and industry knowledge, Jonathon is able to sit and help you understand your current financial situation. Jonathon graduated from Illinois State University.Our motto is, "First we educate, than we motivate", and we use this as our guiding principle in every action we take. We appreciate the opportunity to earn your business and look forward to providing you with personalized advice and advanced financial planning.
Our process starts with a complete understanding of expectations of both the client and our firm. The next step is to understand your current situation and determine if your goals are currently getting accomplished. We do not believe in making changes unless there is room for improvement. If opportunities for improvement are discovered, we would then develop, communicate, implement and monitor the solution.
Jonathon is married to Jennifer Armstrong, a son Bryce (toddler) and has two dogs, Wrigley and Ivy. Jonathon is a huge sports nut, (as if the dog's names didn't give it away) and follows his Chicago Bears and Chicago Cubs very closely. If he is not working, Jonathon enjoys golfing, watching sports, working out, and spending time with the 2 loves of his life, Jennifer and Bryce.
Professional Designations
- Accredited Behavioral Finance Professional (ABFP)
- CERTIFIED FINANCIAL PLANNER™ Professional
Primary Location
Mount Juliet, Tennessee
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Flat Fee
- Hourly Rate
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About our Firm
First we educate, then we motivate.Our services include comprehensive financial plans, a proactive money management platform with an emphasis on reducing large draw downs, and an independent life insurance and annuity platform.
Comprehensive Financial Planning
At Trajectory Wealth, we believe that proper education and a thorough discovery process are key to maintaining your financial health. Our comprehensive financial planning services provide you with the insights and understanding needed to keep your financial house in order.
Additional Services
✔️ Limited Financial Planning
Rather than a comprehensive plan covering several topics, if you have a core topic that is of interest to you, this may be what you are looking for. You will have the option to take a deep dive into a core topic of your choice.
✔️ Active Money Management
When your portfolio relies on market timing, the results can be unreliable. Our Active Money Management approach offers a proactive alternative to traditional buy-and-hold strategies, providing you with the potential for greater security and growth.
✔️ Life Insurance and Annuities
There is no "one size fits all" annuity or life insurance product, and there's a lot of misinformation about how annuities and various types of life insurance fit into your specific circumstance. Let’s take the time to determine your needs, and then find a solution that meets that need.
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Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor. BWA and Brookstone Capital Management, LLC are affiliated companies. BWA and Trajectory Wealth, LLC are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents. Any comments regarding safe and secure products, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Brookstone.
Education
Illinois State University, Bachelor of Science - BS, Criminal Justice and Corrections
Hobbies and Interests
- Family
- Golf
- Sports
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Gen X
- Gen Y / Millennials
- Intergenerational Families
- Living in Retirement
- Parents
- Young Families
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