Jordan Eden discusses the tax consequences of investments for Business Owners

Jordan Eden - Financial Advisor

Jordan Eden – Financial Advisor, Orange County, CA

Today Jordan Eden, our Financial Advisor, discussed the tax consequences of investments for Business Owners and Individuals based on their investment strategies.

If you would like to do a reality check on your portfolio, especially considering today’s volatile market, give Jordan a call.

Jordan offers the following wealth management services for clients in Orange County, California:

Individuals:

  • Retirement Planning
  • Investment Planning
  • Insurance Planning and Risk Management
  • Estate Planning Strategies

Business Owners:

  • Executive Benefits and Compensation
  • Key Employee Planning
  • Business Continuity and Succession Planning
  • Qualified Retirement Plan Design
  • Employee Benefit Planning

Jordan Eden
(714) 725-9129 Cell
Wealth Management Strategies of Equitable Advisors
(949) 833-5773 Ofc
jordan@wmswealth.com
WMSWealth.com
2050 Main St.
Suite 520 Irvine, CA 92614
LinkedIn | Yelp | Profile on Company site