J Donovan Financial

fiduciary + financial advisor for business owners what i do: i work with business owners and professionals to grow wealth and lower taxes. what makes me different: as a registered investment advisor i am a fiduciary to my clients, i utilize the expertise of professionals in my team for legal & tax guidance when choosing the correct qualified plan for the situation. being independent means objectivity and freedom in choice of products, equities and carriers. i continue to stay current with the market, trends and latest rulings by constantly pursuing additional designations and being a member of organizations like napa (national association of plan advisors) and aspaa (american society of pension professionals and actuaries). why it works: in my practice i utilize attorneys, cpas and actuaries to help design the optimal structure for the client’s goal. there are many options outside the 401(k), choosing the correct structure will depend on goals, income levels, employees, age and more. u