About Us
At PlanSimple Financial Partners, we tailor our services to your specific needs, whether you are seeking wealth building, family protection, or asset preservation. We’re also dedicated to assisting businesses with employee benefit plans to help ensure retention and retirement readiness.
Our Primary Purpose
Fixing Broken Portfolios and Retirement Plans
At PlanSimple, our primary purpose is to assist individuals who are five years or less away from retirement in repairing their portfolios and retirement plans. Unlike simply fixing a couple of accounts, our approach is rooted in comprehensive financial planning. We understand that every financial decision has far-reaching effects on our lives. That’s why we specialize in guiding clients through the intricate intersection of life and money.
Helping You Successfully Navigate Retirement
PlanSimple has a longstanding history of assisting individuals within ten years of retirement. Our clients seek the most suitable financial roadmap that will guide them through the next 20-30 years of their lives. Our expertise is particularly valuable to those who have questions such as, “How can we ensure our money lasts throughout retirement?” or “What’s the most effective way to manage taxes during retirement?” Even if you have already entered retirement, it’s never too late to assess your trajectory and adjust your current plan.
As fiduciaries, we prioritize constructing retirement plans with the highest probability of success for our clients. Our initial year of client engagement typically consists of five meetings, conducted face-to-face, virtually, or over the phone.
Jon Milliken
Founder | Financial Advisor | Problem Solver
Have you ever met someone who loved reading the Wall Street Journal as a kid? Well, now you have. From an early age, I was determined to always have a job and cash on hand in case I needed it. Later in life, I saw firsthand the importance of financial planning when my mother, a successful business owner, faced financial struggles in her final years because she didn’t have someone like me to guide her. That experience continues to fuel my mission to help others build and protect their financial futures.
Based in New Orleans, I am committed to providing a comprehensive and approachable planning process for all clients. With a background in Business Administration and multiple professional designations—including Certified Exit Planning Advisor (CEPA) and Life Underwriting Training Council Fellow (LUTCF)—I bring decades of experience in helping those who truly value professional guidance while helping them align their financial strategies with their goals.
In addition to wealth management and insurance planning, I also specialize in the 401(k) and Retirement Plan space. I work with business owners to design, implement, and manage plans that are cost-effective, compliant, and in alignment with the ethos of the company. My expertise enables me to effectively navigate complex fiduciary responsibilities, reduce unnecessary costs, and create strategies that make retirement readiness achievable for thousands of participants.
Outside of work, I love cheering for my sons at their football and baseball games, as well as preparing meals to share with family and friends. I am also passionate about giving back to the community. I’ve held leadership positions in the New Orleans chapter of NAIFA (National Association of Insurance and Financial Advisors) and am currently involved in events benefiting my sons’ schools, Christian Brothers and Metairie Park Country Day.