Jon Green (CFP®, CPA/PFS, JD, MBA)
Jon Green focuses in the
following client markets or areas of practice:
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Planning & Distribution Rules
- Tax Planning
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Social Security Strategies to optimize retirement benefits. Investment Management for ERISA Retirement and Profit Sharing Plans. Advise trustees of ERISA retirement plans.NAPFA Start Date
July 07, 2008