Most businesses are made up of different types of assets, and those assets get different treatment for tax purposes. How those items are identified at the time of the sale/purchase can have a signific…Read More
Financial Planning With Our Business Advisor
Jarus & Co is dedicated to helping our clients lead more financially secure lives. We help clients define, work towards, and achieve their financial goals. We assist our Orange County based clients with financial planning which includes cash flow management, retirement planning, needs based analysis and insurance planning. Most clients are entrepreneurs or business owners seeking help crafting retirement plans which lay out the monthly actions to take in order to achieve long term financial goals. Through Jarus Wealth Advisors LLC we also assist clients with portfolio management. Jarus Wealth Advisors LLC hold all client accounts with Charles Schwab which allows for access to a wide range of ETF’s an index funds to invest retirement funds in a secure and diversified manner. This pairing of tax and financial advice offers our clients the convenience of having one source for tax planning, tax return preparation, retirement planning and investment management needs.
Whether you are concerned about building your assets, protecting your family, evaluating your retirement options, or planning for the security of someone you care about, we have the experience and training to help. If you have been searching for an Orange County financial planner and advisor we would enjoy walking you through our process during a free 1 hour consultation.
We assist clients in the following areas:
We begin by discussing and understanding your financial goals. Our engaging and interactive advising process is used to develop and analyze multiple scenarios for you. Together we narrow it down to a plan that we are both comfortable with. Periodic follow-up, meetings and adjustments help keep you on track. Please feel free to complete the below contact request form if you are searching for an Orange County financial planner free consultation. Or give us a call if your simply curious about the many individual and business advisement/accounting services we provide!
Jarus & Co offers all financial planning clients a complementary subscription to our eMoney portal. This allows the client to create one way connections which receive data from banks, credit card companies, mortgage companies and investment accounts. This data is consolidate in a convenient dashboard which updates every 24 hours essentially providing the client with and up to date personal financial statement. This is highly useful in tracking your progress in savings or retirement planning and saved hours in assembling loan applications. Feel free to view the video below for an introduction.