Jon's Process
Pathway to Financial Freedom and Tranquility
We work with individuals, young couples, people approaching retirement, and business owners to help them on their pathway to financial freedom.
Intergenerational Planning
Done right, intergenerational wealth planning can overcome conflict, protect your heirs and assets, and ensure your long-term wishes are carried out. Intergenerational planning is an essential component of most financial plans.
- Managing Assets to Meet Lifetime Income and Lifestyle Needs
- Educating your family members about their options and opportunities
- Identifying Resources for Potential Future Long-Term Care Needs
- Funding Educational Needs for Future Generations
- Transferring Financial Assets Tax Efficiently
- Weighing the pros and cons of lifetime gifting (gifting while you are still alive) vs. leaving an inheritance
- Evaluating whether or not to set up trusts for your heirs
- Determining how to handle charitable gifting
Comprehensive Service
I understand that achieving your financial goals is about more than investing. While I have extensive expertise in providing investment advice, I know it's important for you to rely on tax, legal and other financial professionals as well. I believe it's critical to work closely with your other trusted professionals. As a team, we can collaborate to provide strategies that are right for you.
Schedule Your Complimentary Consultation
We work with individuals, young couples, people approaching retirement, and business owners to help them on their pathway to financial freedom.
