Jonathan Harrison (CFP®)
Jonathan Harrison focuses in the
following client markets or areas of practice:
- Business Owners
- Charitable Giving
- Corporate Executives
- Entrepreneurs
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Business Owners
- Charitable Giving
- Corporate Executives
- Entrepreneurs
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
Planning Specialties
Sound Stewardship, LLC provides comprehensive financial planning and investment advisory services to individuals, families and small business owners. We can help you increase your cash flow, reduce your taxes, allocate your investment portfolios, save for the future and identify effective ways to transfer your estate or business. We have a special emphasis on charitable gift planning and special needs planning that allows clients to make a meaningful impact on their family and community.
NAPFA Start Date
May 26, 2015