Jon Yocum: Navigating Your Financial Journey

About Me: Hello, I’m Jon Yocum, a dedicated Relationship Manager at BSK Wealth Management, proudly affiliated with Merrill. With over five years of industry experience, I've had the privilege of collaborating with individuals, families, and businesses to craft personalized financial strategies that align with their unique aspirations.

My Approach: Listening is my cornerstone skill. I thrive on understanding your story, dreams, and goals. Together, let's chart a course to financial success. Whether you're planning for retirement, navigating wealth transitions, or seeking income generation strategies, I'm here to guide you every step of the way.

Areas of Focus:

* Wealth Transition: Navigating the delicate process of wealth transfer across generations with finesse.

• Pre- and Post-Retirement Strategies: Helping you transition into retirement smoothly and confidently.
• Cash-Flow Analysis: Optimizing your financial inflows and outflows for maximum impact.
• Risk Mitigation: Building a robust safety net to shield you from life's uncertainties.
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• Business Owners' Ally: Having owned family businesses myself, I intimately understand the nuances of entrepreneurship. As your advisor, I offer tailored guidance to small and mid-sized businesses, supporting you from creation to evaluation, preservation, and exit planning as part of your comprehensive wealth management plan. Investment Clarity: Investments shouldn't be cryptic. I'll demystify the financial landscape, explaining strategies in an accessible manner. Let's align your investments with your unique preferences and timelines.
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• Education and Background:
• B.A. from Gustavus Adolphus College
• Joined Merrill in 2019
• Former Independent IT Consultant
• Holds the Chartered Retirement Planning Counselor™, CRPC™ designation

• 1. Holds the Certified Exit Planning Advisor, CEPA® designation

• Life Beyond Finance: My wife, Kirsten, and I reside in Grant, Minnesota, with a son and a daughter in college. When I'm not immersed in financial planning, you'll find me exploring the great outdoors, tinkering with technology, curling or indulging in woodworking. Let's embark on this financial journey together—where your goals become our shared success story!