Asset Accumulation & Preservation

When you choose a firm to guide your asset accumulation and preservation, you need a relationship built on trust. On the outside, strategic allocation of assets may seem easy to grasp, but putting into motion a specific strategy in the real world can be complicated. Each set of circumstances your business encounters comes with its own unique challenges. This is where our strength lies in bringing about added value. We aren’t just advisors on your company assets, we are your “wealth coaches” when it comes to growing your wealth and achieving your business’s goals. Our educated consultants have the experience to lead you to make the best decisions to accomplish your life goals; decisions you can live with forever.

Our Asset Accumulation and Preservation services include:

• Estate tax and gifting strategies
• Insurance
• Money management
• Sale or merger of your business
• Succession planning

Contact:

Jeff Jones, CPA  – Consultant
[email protected]
714.990.1040