Jon Bebe is a retirement consultant and founder of Collaborative Financial Group, one of the country’s leading retirement plan consulting firms. Jon's goal is to collaboratively craft unique retirement plan solutions for small businesses and corporations. This includes reviewing existing retirement strategies including 401(k), 403(b), Deferred Compensation or other retirement/pension plans as well as working with plan sponsors and business owners to implement new plans. He can trace back his passion for planning for the success of small businesses to over fifteen years ago as he has been an integral part of planning and launching companies in the retail consumer, technology, and advertising industries. He is deeply involved in the business community in the Northwest and is a frequent speaker at events educating attendees about the importance of retirement planning. Jon is also listed as one of the preferred retirement consultants for multiple associations in Portland and SW Washington.
Investment advice offered through Resources Investment Advisors, LLC, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital.