Jon Hafemann, CPFA®, NQPC™, (k)RS™, CEPA™, RPAG, WICPA Affiliate Member

Jon Hafemann is an experienced Financial Advisor and Retirement Plan Consultant specializing in Retirement Plan Design, Fiduciary Consulting, and Business Exit Readiness for businesses in Milwaukee, WI and surrounding areas. As a member of Retirement Plan Advisory Group (RPAG)—one of the nation’s largest networks of retirement plan specialists—Jon delivers institutional-grade resources, analytics, and fiduciary support to business owners and their executive teams.

Jon works with business owners to align their business, personal, and financial goals through strategic retirement plan design, fiduciary governance, and long-term exit planning. His approach helps owners uncover and unlock enterprise value while preparing both the business and the owner personally and financially for transition long before a sale or succession event occurs.

Drawing from the Value Acceleration Methodology developed by the Exit Planning Institute, Jon helps business owners focus on building transferable value, reducing owner dependency, increasing business attractiveness, and creating significant companies—not just successful ones. He believes retirement plans, employee retention, leadership continuity, and tax strategy all play important roles in strengthening business value and improving long-term outcomes for owners.

Jon helps business owners align what is often referred to as the “three legs of the stool”:

• Business Planning
• Personal Financial Planning
• Exit Planning

This integrated approach allows owners to make more intentional decisions around growth, retention, tax efficiency, succession, and long-term wealth creation.

Jon offers depth in Business Retirement Planning and customized wealth strategies for employers, executives, and highly compensated employees. He is skilled in helping companies design, benchmark, and administer 401(k), 403(b), SIMPLE IRA, SEP, MEAP, MEP, and PEP plans, integrating ERISA 3(16), 3(21), and 3(38) fiduciary services to strengthen governance, streamline oversight, and help protect plan sponsors from compliance risk.

Through thoughtful consultation, Jon guides plan sponsors in benchmarking plan design, fees, and service models, while reviewing Investment Policy Statements, fund menus, fiduciary documentation, and governance processes. His team also helps streamline plan management through organized fiduciary file systems designed to keep plan documentation accessible, compliant, and current.

In addition to plan design and fiduciary services, Jon provides participant education and financial wellness programs designed to improve employee engagement, retirement readiness, and long-term financial confidence. Educational resources, participant support, and participant education materials are available in both English and Spanish to help support diverse workforces and improve employee engagement.

A Financial Advisor since 2016, Jon draws on extensive experience in financial planning, investing, retirement consulting, and business owner strategy. He earned his degree in Business, cum laude, from Concordia University Wisconsin and holds advanced fiduciary and exit planning credentials:

• Certified Exit Planning Advisor (CEPA®)
• Certified Plan Fiduciary Advisor (CPFA®)
• Nonqualified Plan Consultant (NQPC™)
• NAPA Rollover Specialist ((k)RS™)
• Member, Retirement Plan Advisory Group (RPAG)
• Wisconsin Institute of Certified Public Accountants (WICPA) – Affiliate Member