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
- 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
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engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
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