Jon Aldrich (CFP®, CPA)

Jon Aldrich focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Business Owners
  • Charitable Giving
  • Corporate Executives
  • Entrepreneurs
  • Estate & Generational Planning Issues

Planning Specialties

Focus Financial Advisors is a Fee-Only advisory firm providing:

  • Comprehensive Fee-Only Wealth Management  
  • Investment Management using techniques to protect capital in tough markets
  • Asset Protection
  • Retirement Planning
  • Estate & Tax Planning
  • College Funding
  • Employee Stock Option planning
  • Social Security Maximization
  • Charitable Planning.

Additional Information

We are a Registered Investment Advisor (RIA) that is required to act as a fiduciary for our clients. This means we are required to adhere to a strict standard and always place the interests of the client ahead of those of the firm. We have been helping clients since 1984.

NAPFA Start Date

April 29, 2008


This Office

6870 Rote Rd Ste 101 Rockford, IL 61107-2690 Phone: (815) 633-8844 Fax: (815) 633-2108