At Exceed Financial Group, we design personalized Retirement Income Roadmaps that will make you feel comfortable that you can start using the money you saved for retirement, and you don’t have to worry about market volatility or your income running out. Exceed Financial Group will help you create this type of plan for you and your family. This is what we do. This is what we want to share with you. We help Retirees and Soon-To-Be-Retirees create plans that provide income for as long as you live, and as long as your spouse lives if married, protect your principal against current and future market volatility and losses, help you avoid the negative impact of low current interest rates, provide you an opportunity to participate in a portion of market gains, and pass all remaining assets to your beneficiaries. And we put your entire plan in writing.
How Jonathan Feels About the Business
This level of service, commitment, and dedication is what retirees and soon-to-be-retirees need today to secure their financial future. His mission is to give you peace of mind knowing that your retirement is structured for long-term success.
Beyond his career, he is a devoted family man. He and his wife, Nicole, have been happily married for 13 years, and they are blessed with three wonderful children—Levi, Grace, and Gideon. Family is the foundation of everything he does, and just as he is committed to their well-being, he is equally dedicated to helping his clients achieve financial security.
Jonathan is also actively involved in his church, where he finds great fulfillment in serving his community. His faith and values shape the way he approaches both life and business—with integrity, trust, and a heart for helping others.
- Develop a customized, written retirement plan tailored to your goals
- Estimate income tax scenarios to maximize your savings
- Establish the best ways to pass your assets to beneficiaries
- Handle all necessary paperwork to implement your plan
- Provide ongoing reviews to ensure your strategy stays on track
Jonathan has always had a love for numbers and finances, which led him to pursue a career as an Investment Adviser Representative (IAR) and life insurance agent. He is committed to helping individuals and families secure their financial future. With over 5 years of experience in financial services, he specializes in creating personalized strategies that protect what matters most while building long-term wealth.
If you are a Retiree or Soon-To-Be-Retiree with questions, concerns, or fears about how to create lifetime income from your assets, he can help. His approach is comprehensive—taking the time to understand you and your spouse, discuss your current financial position, and uncover what you are truly trying to achieve. Through education, careful planning, and expert guidance, he will:
JONATHAN GREVE
FOUNDER & PRESIDENT
At Exceed Financial Group, we design personalized Retirement Income Roadmaps that will make you feel comfortable that you can start using the money you saved for retirement, and you don’t have to worry about market volatility or your income running out. Exceed Financial Group will help you create this type of plan for you and your family. This is what we do. This is what we want to share with you. We help Retirees and Soon-To-Be-Retirees create plans that provide income for as long as you live, and as long as your spouse lives if married, protect your principal against current and future market volatility and losses, help you avoid the negative impact of low current interest rates, provide you an opportunity to participate in a portion of market gains, and pass all remaining assets to your beneficiaries. And we put your entire plan in writing.
How Jonathan Feels About the Business
This level of service, commitment, and dedication is what retirees and soon-to-be-retirees need today to secure their financial future. His mission is to give you peace of mind knowing that your retirement is structured for long-term success.
Beyond his career, he is a devoted family man. He and his wife, Nicole, have been happily married for 13 years, and they are blessed with three wonderful children—Levi, Grace, and Gideon. Family is the foundation of everything he does, and just as he is committed to their well-being, he is equally dedicated to helping his clients achieve financial security.
Jonathan is also actively involved in his church, where he finds great fulfillment in serving his community. His faith and values shape the way he approaches both life and business—with integrity, trust, and a heart for helping others.
- Develop a customized, written retirement plan tailored to your goals
- Estimate income tax scenarios to maximize your savings
- Establish the best ways to pass your assets to beneficiaries
- Handle all necessary paperwork to implement your plan
- Provide ongoing reviews to ensure your strategy stays on track
Jonathan has always had a love for numbers and finances, which led him to pursue a career as an Investment Adviser Representative (IAR) and life insurance agent. He is committed to helping individuals and families secure their financial future. With over 5 years of experience in financial services, he specializes in creating personalized strategies that protect what matters most while building long-term wealth.
If you are a Retiree or Soon-To-Be-Retiree with questions, concerns, or fears about how to create lifetime income from your assets, he can help. His approach is comprehensive—taking the time to understand you and your spouse, discuss your current financial position, and uncover what you are truly trying to achieve. Through education, careful planning, and expert guidance, he will:
JONATHAN GREVE
FOUNDER & PRESIDENT
At Exceed Financial Group, we design personalized Retirement Income Roadmaps that will make you feel comfortable that you can start using the money you saved for retirement, and you don’t have to worry about market volatility or your income running out. Exceed Financial Group will help you create this type of plan for you and your family. This is what we do. This is what we want to share with you. We help Retirees and Soon-To-Be-Retirees create plans that provide income for as long as you live, and as long as your spouse lives if married, protect your principal against current and future market volatility and losses, help you avoid the negative impact of low current interest rates, provide you an opportunity to participate in a portion of market gains, and pass all remaining assets to your beneficiaries. And we put your entire plan in writing.
How Jonathan Feels About the Business
This level of service, commitment, and dedication is what retirees and soon-to-be-retirees need today to secure their financial future. His mission is to give you peace of mind knowing that your retirement is structured for long-term success.
Beyond his career, he is a devoted family man. He and his wife, Nicole, have been happily married for 13 years, and they are blessed with three wonderful children—Levi, Grace, and Gideon. Family is the foundation of everything he does, and just as he is committed to their well-being, he is equally dedicated to helping his clients achieve financial security.
Jonathan is also actively involved in his church, where he finds great fulfillment in serving his community. His faith and values shape the way he approaches both life and business—with integrity, trust, and a heart for helping others.
- Develop a customized, written retirement plan tailored to your goals
- Estimate income tax scenarios to maximize your savings
- Establish the best ways to pass your assets to beneficiaries
- Handle all necessary paperwork to implement your plan
- Provide ongoing reviews to ensure your strategy stays on track
Jonathan has always had a love for numbers and finances, which led him to pursue a career as an Investment Adviser Representative (IAR) and life insurance agent. He is committed to helping individuals and families secure their financial future. With over 5 years of experience in financial services, he specializes in creating personalized strategies that protect what matters most while building long-term wealth.
If you are a Retiree or Soon-To-Be-Retiree with questions, concerns, or fears about how to create lifetime income from your assets, he can help. His approach is comprehensive—taking the time to understand you and your spouse, discuss your current financial position, and uncover what you are truly trying to achieve. Through education, careful planning, and expert guidance, he will:
JONATHAN GREVE
FOUNDER & PRESIDENT
At Exceed Financial Group, we design personalized Retirement Income Roadmaps that will make you feel comfortable that you can start using the money you saved for retirement, and you don’t have to worry about market volatility or your income running out. Exceed Financial Group will help you create this type of plan for you and your family. This is what we do. This is what we want to share with you. We help Retirees and Soon-To-Be-Retirees create plans that provide income for as long as you live, and as long as your spouse lives if married, protect your principal against current and future market volatility and losses, help you avoid the negative impact of low current interest rates, provide you an opportunity to participate in a portion of market gains, and pass all remaining assets to your beneficiaries. And we put your entire plan in writing.
How Jonathan Feels About the Business
This level of service, commitment, and dedication is what retirees and soon-to-be-retirees need today to secure their financial future. His mission is to give you peace of mind knowing that your retirement is structured for long-term success.
Beyond his career, he is a devoted family man. He and his wife, Nicole, have been happily married for 13 years, and they are blessed with three wonderful children—Levi, Grace, and Gideon. Family is the foundation of everything he does, and just as he is committed to their well-being, he is equally dedicated to helping his clients achieve financial security.
Jonathan is also actively involved in his church, where he finds great fulfillment in serving his community. His faith and values shape the way he approaches both life and business—with integrity, trust, and a heart for helping others.
- Develop a customized, written retirement plan tailored to your goals
- Estimate income tax scenarios to maximize your savings
- Establish the best ways to pass your assets to beneficiaries
- Handle all necessary paperwork to implement your plan
- Provide ongoing reviews to ensure your strategy stays on track
Jonathan has always had a love for numbers and finances, which led him to pursue a career as an Investment Adviser Representative (IAR) and life insurance agent. He is committed to helping individuals and families secure their financial future. With over 5 years of experience in financial services, he specializes in creating personalized strategies that protect what matters most while building long-term wealth.
If you are a Retiree or Soon-To-Be-Retiree with questions, concerns, or fears about how to create lifetime income from your assets, he can help. His approach is comprehensive—taking the time to understand you and your spouse, discuss your current financial position, and uncover what you are truly trying to achieve. Through education, careful planning, and expert guidance, he will:
JONATHAN GREVE
FOUNDER & PRESIDENT
At Exceed Financial Group, we design personalized Retirement Income Roadmaps that will make you feel comfortable that you can start using the money you saved for retirement, and you don’t have to worry about market volatility or your income running out. Exceed Financial Group will help you create this type of plan for you and your family. This is what we do. This is what we want to share with you. We help Retirees and Soon-To-Be-Retirees create plans that provide income for as long as you live, and as long as your spouse lives if married, protect your principal against current and future market volatility and losses, help you avoid the negative impact of low current interest rates, provide you an opportunity to participate in a portion of market gains, and pass all remaining assets to your beneficiaries. And we put your entire plan in writing.
How Jonathan Feels About the Business
This level of service, commitment, and dedication is what retirees and soon-to-be-retirees need today to secure their financial future. His mission is to give you peace of mind knowing that your retirement is structured for long-term success.
Beyond his career, he is a devoted family man. He and his wife, Nicole, have been happily married for 13 years, and they are blessed with three wonderful children—Levi, Grace, and Gideon. Family is the foundation of everything he does, and just as he is committed to their well-being, he is equally dedicated to helping his clients achieve financial security.
Jonathan is also actively involved in his church, where he finds great fulfillment in serving his community. His faith and values shape the way he approaches both life and business—with integrity, trust, and a heart for helping others.
- Develop a customized, written retirement plan tailored to your goals
- Estimate income tax scenarios to maximize your savings
- Establish the best ways to pass your assets to beneficiaries
- Handle all necessary paperwork to implement your plan
- Provide ongoing reviews to ensure your strategy stays on track
Jonathan has always had a love for numbers and finances, which led him to pursue a career as an Investment Adviser Representative (IAR) and life insurance agent. He is committed to helping individuals and families secure their financial future. With over 5 years of experience in financial services, he specializes in creating personalized strategies that protect what matters most while building long-term wealth.
If you are a Retiree or Soon-To-Be-Retiree with questions, concerns, or fears about how to create lifetime income from your assets, he can help. His approach is comprehensive—taking the time to understand you and your spouse, discuss your current financial position, and uncover what you are truly trying to achieve. Through education, careful planning, and expert guidance, he will:
JONATHAN GREVE
FOUNDER & PRESIDENT
EXCEED FINANCIAL GROUP
5300 ROAD 20
CONTINENTAL, OH 45831
DISCLOSURE:
All of the information presented here is provided and intended to be used for general educational and informational purposes only and is not intended as a solicitation for you to buy or sell any security or financial product. The content is developed from sources believed to be providing accurate information. None of the information presented is intended to give you specific tax, investment, real estate, legal, estate, or financial advice but rather to serve as an educational platform to deliver information. The ideas, thoughts, and strategies presented here provide insight to the views of Exceed Financial Group, LLC. Some of this material was developed and produced by Exceed Financial Group to provide information on a topic that may be of interest. Every detail in this website is subject to change without notice.
2nd Opinion Package available to Qualified Retirees and Soon-To-Be-Retirees may include free consultations, a free retirement income plan, risk analysis, and fee analysis. In addition, a comprehensive written retirement income plan may be provided to those who complete the entire process. Qualified Retirees and Soon-To-Be-Retirees must have a minimum of $500,000 of investible assets such as IRA’s, 401K’s from past employers, stocks, bonds, mutual funds, bank accounts, money markets, CD’s, etc., but DOES NOT include real estate, businesses, limited partnerships, 401K/retirement plans that can’t be moved to another plan, and other illiquid type assets.
Past performance is no indication of future performance and such information cannot be relied upon regarding future potential gains. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining market. Advisors and agents may only conduct business with residents of the states or jurisdictions in which they are properly registered or licensed and not all of the securities, products and services mentioned are available in every state or jurisdiction.
Nothing is directly or indirectly guaranteed by this information. The planning and ideas presented herein are not suitable for all individuals or situations. Hypothetical examples are used to explain concepts and are not indicative of potential results you could receive; past performance is not a guarantee of future results; and results are not indicative of any particular investment or income tax situation; your results will be different and could be lower or higher. Please consult legal or tax professionals for specific information regarding your individual situation. Exceed Financial Group does not offer tax or legal advice. Consult your financial professional before making any investment decision.
Any comments regarding safe and secure products, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Brookstone.
Investment advisory services are offered through Brookstone Capital Management, LLC, (BCM), a registered investment advisor. BCM and Exceed Financial Group are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.
If you place assets under management with BCM, we are paid an advisory fee from BCM, and if you purchase an annuity through us, we are paid commissions from an insurance company.
Jonathan Greve is licensed as an investment adviser representative with BCM (CRD # 8037981) and is a licensed insurance producer (OH Insurance # 1261066).
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