You want a lot out of your life. So do we.
I think we would get along nicely.
Very few families save money by learning whole new professions like financial planning and wealth management
The case for succession planning for financial advisors
Gain clarity and insight on Succession Planning with our white paper.
By: Roy Jones, CFP® | Joshua Jones, CFP®
Succession planning for financial advisors is complicated. Beginning this process early is critical and offers many benefits. This is your legacy and life’s work. Click here to learn more about your retirement options and transitioning with flexibility.
“WE BELIEVE EVERYONE HAS THE RIGHT TO A POSITIVE INVESTMENT EXPERIENCE. WE WILL DO EVERYTHING WE CAN TO HELP THEM TAKE CONTROL OF THEIR FINANCES AND LIVE BY DESIGN.”
We 🤍 CPA’s and Tax Attorneys.
Because we work with them a lot.
DOING GOOD WITH YOUR MONEY
It is possible to make an impactful return on investment while eliminating exposure to companies that don’t share your values—companies cited for child labor practices, those with substantial revenue from tobacco products or environmentally damaging business practices, and other criteria. We offer sustainable investing for both individual investors and organizations.