Jonathan Greeson Financial Planning

Jonathan Greeson Financial Planning We offer a variety of services from Budgeting to Investment Advisory Services. CERTIFIED FINANCIAL PLANNER™ Professional

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On Memorial Day we honored those who died securing the freedom we enjoy as Americans. I believe we continue to honor the...
05/28/2026

On Memorial Day we honored those who died securing the freedom we enjoy as Americans. I believe we continue to honor them daily by chasing our dreams. My dream Is to help you pursue your own dreams.

Unfortunately, as my practice grows, I’m facing roadblocks because of my disability. Please understand this is not another request for more handouts, but an idea that could serve as a blueprint for people with disabilities pursuing financial independence.

I wrote Allowing Capitalism to Create Opportunities as a proposal to help entrepreneurs with disabilities succeed without jeopardizing eligibility for government assistance.

According to the Bureau of Labor Statistics, people with disabilities are often one of the highest demographics for unemployment. I believe this comes from our fear of losing government assistance because earning limits are too low. Increasing earning limits is a start, but not a true solution.

The solution is simple: Entrepreneurs should be allowed to have an account for business operations without those funds counting in resource eligibility testing. Then entrepreneurs can pay staff, taxes, and other business expenses. Currently, this is impossible because we are limited to $2,000 in resources. Last year I had to put my office’s new roof on my credit card. Of course, that is terrible financial advice, but I had no choice.

Building a business should not cause an entrepreneur with a disability to lose health insurance. Nor should their ambition create more burden on their family because their home health aide is taken away.

The entire proposal can be found below. By sharing this post you’re helping us fix this problem.

Two politicians walk into a bar. While discussing which drink was best, the debate became heated. Although both believed they were right, they eventually agreed to disagree. Unfortunately, the argument lasted so long that the drinks evaporated! Can you imagine your life being controlled by such nons...

Learned this from a recent  article.  Amazing!
05/16/2026

Learned this from a recent article. Amazing!

FYI...
05/14/2026

FYI...

I'm going to need your help with this one.  It looks boring, but it's the most important thing I have ever written.  It ...
05/13/2026

I'm going to need your help with this one. It looks boring, but it's the most important thing I have ever written. It is a proposal that will help people with disabilities, like me, work and contribute to society. By sharing this post, you can help make sure this is seen by more people. Someone, somewhere can help my dream become a reality. Thank you!

Two politicians walk into a bar. While discussing which drink was best, the debate became heated. Although both believed they were right, they eventually agreed to disagree. Unfortunately, the argument lasted so long that the drinks evaporated! Can you imagine your life being controlled by such nons...

My latest article in The Buzz Around Wayne County
05/11/2026

My latest article in The Buzz Around Wayne County

04/30/2026

I'm working on my next article, so let's do a little survey. If you received an extra $60 during the year, how would you spend it? I'll go first.

We put gas in the van this weekend for $48, so it looks like I'll be buying a book with the remaining $12.

Have you seen the latest ad for the CFP Board?  They're always funny and yes, you should be able to find me on the websi...
04/22/2026

Have you seen the latest ad for the CFP Board? They're always funny and yes, you should be able to find me on the website.

Discover how CFP Board’s annual Public Awareness Campaign increases awareness of CFP® certification with the Spring 2026 commercial for the “It’s Gotta Be A ...

04/20/2026

Let's try this again...the first link didn't work for everyone. The title may look boring, but it isn't. After getting nowhere with attorneys and politicians, I'm hoping the business community can solve the issue. Read, share, and create awareness:

04/15/2026
04/15/2026

Happy Tax Day! I had to pay $300, but it was only Social Security taxes.

If the government allowed me to work they could have received $29,000 in tax revenue, according to what the CFP Board says I should earn.

Recently, I wrote this white paper to bring awareness and in hopes that someone can help me solve the problem. Hey, if cryptocurrency can be created from a white paper then this should be EASY!

Yay us! 😁🤣
04/12/2026

Yay us! 😁🤣

Address

100 W Main Street
Pikeville, NC
27863

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Wednesday 8am - 10pm
Thursday 8am - 10pm
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