                
Gulf Winds
Federal Credit Union
Phone: (850) 479.9601
Toll Free (800) 650.6328
Branches & Hours |
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CFP®
Jon Kagan, CFP®
Raymond James Financial Services
7552 Navarre Parkway
Suite 35
Navarre, FL 32501
Phone: (850) 936.6686
Cell (850) 313.1088
jon.kagan@gwfcu.org
Mon. - Fri. 9 a.m. - 5 p.m.
or by appointment
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Personal Financial Services
Retirement Planning
Education Planning
Wealth Preservation
Asset Allocation Advice
Beneficiary Planning
Guardianship Accounts
Trust Accounts
Private Investments
Equities: Stocks, Mutual Funds, UITs, Wrap Accounts
Fixed Income: Bonds, CDs, Government Bonds, Municipals
Individual Retirement Accounts
401(k) & DROP rollovers
Traditional & Roth IRA
Business Retirement Plans
Simple IRA
SEP IRA
401(k), 403(b) & Profit Sharing Plans
Defined Benefit Plans
Risk Management
Life and Long Term Care Insurance
Portfolio Analysis
Trust Services
Offered through Raymond James Trust Company
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Jon Kagan is a Raymond James financial advisor with Gulf Winds Federal Credit Union. Jon likes to say he helps people "get retired, stay retired and tackle all the financial issues that come up in between." He is a Financial Planner who works with members in developing, prioritizing and achieving their financial goals such as retirement, insurance, education, estate and tax planning.
Naval Flight training brought Jon to Pensacola in 1986 after earning Bachelors Degree in Business Administration from the University of Massachusetts. He served 10 years in the US Navy as an Officer and helicopter pilot, deploying from both coasts and serving in Operation Desert Storm. While in the Navy, Jon earned his Masters degree in Management from Troy University.
Jon lives in the Tiger Point area with his wife Kathleen and two sons, Alex and Collin. He is a Past President of the Navarre Chamber of Commerce, Board of Directors of the Navarre Rotary Club, Navarre YMCA and Holley Navarre Fire Dept Retirement Board. He and his family enjoy spending time in the outdoors, both on the water and in the woods.
Securities offered through Raymond James Financial Services, Inc. Member FIRNA/SIPC, an independent broker/dealer. Securities are Not NCUA insured, Not Guaranteed by Gulf Winds Federal Credit Union, subject to risk, and may lose value.
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