Jon Aldrich (CFP®, CPA®)

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

  • Charitable Giving
  • Corporate Executives
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Tax Planning

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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This Office

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