This is part of an ongoing series of articles about estate planning and succession planning, written by Joe Maier, JD, CPA, Senior Vice President, Director of Wealth Strategy As closely held business owners know, their financial plans, retirement plans
Next Quarter Century
Helping you maintain and grow your wealth isn't defined by a product or service we offer, it's simply who we are. When our founder, Sam Johnson, talked about planning for the next quarter, he always meant the next quarter century. That same long term focus continues to guide us in our mission to help you plan for the next generation.
ClearWealth Financial Planning
It's nearly impossible to separate your financial life from the rest of your life. ClearWealth® Financial Planning is just one of many ways JFG is committed to helping you build a thriving and meaningful future for your whole life.