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
- 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