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    Commitment

    Commitment to providing you a solution is our number one priority. When we begin our journey with you, you become part of our family and it is a relationship that we value for the long haul.

    Excellence

    Excellence is the standard we believe greatly in when it comes to serving you and your family. We always strive for this standard even behind the scenes when no-one is watching.

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    We serve with the highest level of integrity as trust is a priceless badge of honor that we don't take lightly. Serving others in this capacity is deeply embedded into our company culture.

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    Jonathan Mercado

    Jonathan Mercado

    Jonathan Mercado

    Jonathan is a former professional boxer, graduated cum laude from Arizona State University with a degree in Non-Profit Leadership and Management. Driven by a passion for empowering others, he founded a non-profit organization focused on teaching basketball fundamentals and life skills to underprivileged youth. Jonathan also dedicated five years to serving as a physical education teacher and continues to contribute to his community as a basketball trainer and high school coach.

    Motivated by a personal mission to address financial preparedness, particularly inspired by his mother’s challenges in planning for retirement, Jonathan transitioned into the financial industry. He now specializes in using the ERFT method—a strategy designed to eliminate risk, fees, and taxes—to protect his clients’ assets from market volatility while providing them with peace of mind.

    Jonathan’s resilience, honed during his boxing career, fuels his commitment to his clients. He combines his life experiences, financial expertise, and passion for education to help individuals and families achieve long-term financial security.

    Married for five years and a proud father to his son, Jonathan is also an author, currently working on two books—one focused on high school basketball and another on financial literacy. His dedication to serving others extends beyond his career, ensuring every client feels supported in their journey toward financial confidence and security.