What is a Financial Planner?
A financial planner or personal financial planner is a professional who prepares financial plans for people. These financial plans often cover cash flow management, retirement planning, investment planning, financial risk management, insurance planning, tax planning, estate planning and business succession planning for business owners.
Here are a few of the financial products we assist clients with:
You may or may not qualify for all or any of the options above. The best way to find out your best options is to schedule a free consultation with our financial specialists today.
"Working with Jonathan was a breeze. He explained our options clearly and was diligent in following up with me to make sure we were receiving all the information in a timely fashion. He is consistent and organized and I would highly recommend Jonathan to anyone."
- Marilyn James, New York