Mission.

SERVING CLIENTS SINCE 2001.

Jonathan Lipson earned his bachelors degree, Summa Cum Laude, in Finance and Accounting from Xavier University in Cincinnati, Ohio. He began his career with Northwestern Mutual and currently is a Financial Representative of The Guardian. Jonathan grew up in Burlington, Vermont and currently resides in Avon, Connecticut.

Vital Signs Insurance Services of Farmington, Connecticut caters to the specialized needs of physicians, dentists, attorneys, corporate executives, small to mid-size business owners, families and individuals with comprehensive risk management planning including Executive Benefits, Life Insurance, Disability Insurance and Long Term Care.

Expectations.

My clients expect a close relationship with a knowledgeable professional who can understand, educate, and support them as their situation evolves. A sensible process. Feedback. On-call support. High-quality products and services for accumulation of wealth, protection of family or business interests, or the preservation of their wealth and legacy. They expect value for money. My most successful clients share similar expectations. 

SIMPLIFY, SIMPLIFY, SIMPLIFY.  

I'm known for my careful listening skills and an uncanny ability to simplify financial complexities. I advise my clients that procrastination, lack of vision, and lack of a plan form the Achilles Heel of financial success. That's where my process comes in. Through a series of questions, careful listening and your responses, I inspire clients like you to define their personal, professional and financial goals and dreams followed by a plan to make them real, using high-quality products and uncompromised service.  

HOW MAY WE HELP? 

I invite you to contact me any time to discuss your unique financial goals and concerns. I can help ensure that you, your business and your loved ones grow financially strong, agile and prepared.