Mission Statement

My mission is to help our Individual, Corporate, and Institutional clients create long-term goals, and to achieve their goals through frequent communication, objective advice, and prudent financial management.

M. Jonathan Will is a Financial Advisor backed by the vast resources of Wells Fargo Advisors.  My practice was created out of the need to provide comprehensive financial solutions to my clients.  I specialize in three distinct divisions of business:  Wealth Management, Consulting Services, and Institutional Sales & Trading.

 

 

 
Calculators

Credit Card Debt

How Long Will It Take to Pay my Balance?

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

More Calculators →