Plan for retirement.Invest internationally.Build for the long term.
Personal financial guidance for retirement planning, international and offshore investments, lump-sum investing, and long-term wealth strategy.
Independent, personalized guidance with careful attention to diversification, risk management, and the security of your long-term financial plan.
Norm Jones
Senior Consultant, Radison Group International Advisors
Retirement Planning • International & Offshore Investing • Lump-Sum Investment Planning • Long-Term Financial Planning
How Norm Can Help
Why Use a Financial Advisor? Because It Works.
A Financial Planning Association study found that households that calculated their retirement needs and worked with a financial planner generated more than 50% greater retirement savings than households that estimated their needs on their own without a planner.
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Retirement Planning
Prepare for the retirement you want with a clear strategy attentive to income needs, time horizon, and risk.
- 02
International & Offshore Investing
Access international investment opportunities, global funds, and potential tax advantages.
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Lump-Sum Investment Planning
Invest significant capital through a measured plan focused on diversification, liquidity, and long-term objectives.
The Radison Approach
Structure, Jurisdiction & Security
International financial planning is not only about investment selection. The jurisdiction, financial institution, regulatory framework, and structure behind an investment are also important considerations.
Established Jurisdictions
International solutions may involve established financial jurisdictions with developed regulatory and financial-services frameworks. Where relevant, this can include jurisdictions such as the Isle of Man.
Regulated Providers
Radison works with established international financial institutions and providers. Providers such as Hansard International and RL360 operate from the Isle of Man and are regulated by the Isle of Man Financial Services Authority; their regulation is distinct from Radison.
Structure & Protection
An international investment structure may include regulatory capital requirements, policyholder protections, asset arrangements, and other safeguards. Specific frameworks depend on the provider, product, jurisdiction, structure, eligibility, and applicable terms.
Transparency & Confidentiality
Clients should understand where an investment is held, the institution and jurisdiction involved, the structure being used, and the relevant documentation—with clear communication, confidentiality, transparency, and ongoing guidance.
About
About Norm
Norm brings more than 25 years of experience working with clients and investments, with a background that has evolved from property investment to international investing, fund analysis and portfolio strategy.
Today, as a Financial Advisor with Radison Group, Norm helps individuals and families make sense of an increasingly complex investment world. He focuses on selecting and analyzing investment funds, building diversified portfolios and helping clients understand not just where their money is invested, but why.
Originally from Canada and now living in Costa Rica, Norm believes good investing should ultimately provide something more valuable than numbers on a statement: greater freedom, more choices and the confidence to enjoy the life you've worked to build.
A Private Conversation
Start with a conversation.
Discuss your retirement, investment capital, or long-term plans with Norm in a clear and confidential setting.