Jon Preston, CFP

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United States
Needham, MA
Jon Preston, CFP

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I help families and business owners understand their finances so they can confidently make decisions that are in their best interests.

https://www.commonwealthfinancialgroup.com/licenses/

10/27/2026

A financial plan serves as a roadmap for your future, outlining the strategies and steps designed to help you reach your goals. It provides confidence that your financial decisions are aligned with what matters most to you.

Even if you already have a plan in place, it's important to revisit it periodically. Life evolves, goals shift, and circumstances change. Let's connect to ensure your plan continues to reflect your priorities, guide your decisions, and keep you on track for the future you envision.

10/26/2026

Many tax-related decisions can be time-sensitive, making the months leading up to year-end an important time for planning. Whether you’re considering charitable giving, retirement savings, or other investment decisions, now may be a good opportunity to review your options and coordinate with your tax professional. Let’s connect.

10/20/2026

As you approach retirement, your focus often shifts from building wealth to making it last. Less than a decade from retirement, you may be thinking about what this next chapter will look like: how to maintain your lifestyle, stay in your home for as long as possible, and continue doing the things you enjoy with confidence. This can be an ideal time to create a retirement income plan, review your long-term goals, and put important planning documents in place so you're prepared for whatever comes next.

10/15/2026

The future isn’t always predictable, but your financial strategy can help you prepare for it. Reviewing insurance coverage, beneficiaries, and long-term protection plans can help ensure the people and priorities that matter most are supported. Let's connect.

10/13/2026

Whether you’re new to investing or you’ve been at it awhile, it’s important to periodically assess your current comfort level with risk. Having an idea of your risk tolerance can open a conversation about what kind of asset allocation strategy may best fit you and your future needs.

10/12/2026

As we head toward year-end, many families are thinking about how they’d like to give back. Whether you’re supporting a favorite charity or exploring new ways to make an impact, it may be worth considering how charitable giving can fit into your overall financial strategy. Let’s connect and discuss your goals.

10/06/2026

I help clients bring all the pieces of their financial lives together, from investing and retirement planning to tax strategies, estate planning, and cash flow management. My approach is holistic, focused on building a plan that aligns with their goals and helping them understand the "why" behind each recommendation.

09/30/2026

Our annual Fall Sales Conference was a day spent discussing where our industry is headed, how great businesses continue to evolve, and what it takes to keep improving.

Hearing perspectives from leaders like Daken Vanderburg and Michael Book made for a thoughtful and engaging program, with plenty of ideas and insights to bring back and put into practice.

09/29/2026

Strong financial plans aren’t linear. They’re adaptable. Knowing which levers to pull, and when, can make all the difference over time. The goal isn’t to predict every twist and turn, but to create a framework that allows you to respond thoughtfully as circumstances change.

09/22/2026

Money may not be the most romantic topic, but it’s one of the most important conversations a couple can have. Before marriage, taking the time to discuss finances can help build trust, align expectations, and create a stronger foundation for the future.

Topics worth discussing include:
• Spending and saving habits
• Financial goals and priorities
• Homeownership, family planning, and retirement
• Marital versus separate property considerations
• Tax planning and other financial decisions that can impact your future together

Address

197 First Avenue, Suite 250
Needham, MA
02494

Telephone

+19786977962

Website

https://www.commonwealthfinancialgroup.com/our-advisors/jonathan-preston

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