Jon D‘ Builder’s Financial Services
Financial Blueprint
A comprehensive financial plan using coordinated approach and periodic monitoring to ensure financial goals are met.
Risk Management
Focusing on anticipated threats on finances and proactively managing to minimize loss and maximize opportunities and outcomes.
Personal and Corporate Retirement Plan
Helping employers establish a tax qualified retirement plan for employees. Describes financial strategies to employers to prepare for their retirement years.
Estate Planning
Ensures effective estate distribution and preservation to maximize estate value through effective tax planning and other financial tools.
Employee Salary Savings Plan
Helps employees set aside a portion of their income towards personal financial goals through salary deductions as arranged with their companies.
Investment Planning
Focuses on identifying effective investment strategies based on investor’s risk appetite and investment goals.