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Stephen B. Jones, CPA, CA, CFP®Senior Financial Advisor
Planning for your financial future is more than just looking at numbers. To us, it's the people and dreams behind the figures that matter the most.
If you’re a business owner, we can help you protect the business you have worked hard to build, maximize its value, and, when the time comes, transfer ownership smoothly and tax-effectively.
We will work together to review all the options available and help you plan accordingly, including the establishment of buy-sell agreements, family limited partnerships, and limited liability companies.