ABOUT ME

Welcome to Sycamore Wealth Planning.  I’m Jon Sycamore, a CERTIFIED FINANCIAL PLANNER™ who puts the focus on YOU rather than on managing your investment assets.  I do this by working with you to develop a comprehensive financial plan that takes into account your whole financial landscape.  When you work with me, your financial plan will include actionable advice on all the areas of financial planning (cash flow, insurance, employee benefits, investments, taxes, retirement, and estate planning).  Investment management is merely one part of executing your financial plan that you can implement with me, on your own, or with another advisor.

More About Me


HOW I CAN HELP YOU

mapFINANCIAL PLANNING

  • Comprehensive financial planning tailored to your needs
  • Advanced online portal to view progress
  • Ongoing support via video conference, phone, or email



diplomaSTUDENT LOAN REPAYMENT

  • In depth analysis on repayment strategy
  • Public Service Loan Forgiveness
  • Federal vs. private options

pie-chartINVESTMENT MANAGEMENT

  • Professionally managed portfolios
  • Fee-only advice, no commissions
  • Tax efficient strategies



RETIREMENT

  • Portfolio withdrawal strategy
  • Social Security election
  • Leaving a legacy

WHO I WORK WITH

YOUNG PHYSICIANS

  • You want to get caught up following extensive training
  • You have massive student loan debt
  • Your time is already scarce and you want unbiased advice from someone who knows your situation

PROFESSIONALS

  • You’re early in your career and want to achieve financial independence
  • You don’t know which employee benefits to take advantage of
  • You know your time is best spent on your own skills and outsource the rest

RETIREES

  • You are approaching retirement or already retired
  • You need help deciding between lump-sum or annuity pension
  • You want peace of mind that you won’t run out of money

MEET IN-PERSON OR VIRTUALLY!

IN-PERSON

  • Office located in Salt Lake City
  • Best for if you prefer face-to-face interactions and a complimentary beverage

VIRTUAL MEETINGS

  • Nationwide service for the right demographic, not limited by proximity
  • No need for a babysitter, meet with me from the comfort of your own home
  • Video conferencing, phone, or email


Schedule a time to meet with me


AFFILIATIONS

cfp logo

xypn logo

napfa

TD_Ameritrade.svg

Advizr-logo-white