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Jon L. Aldrich, CPA,CFP®

Focus Financial Advisors

6870 Rote Rd
Ste 101
Rockford, IL 61107
Phone: (815) 633-8844
Fax: (815) 633-2108

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Attending College
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Employee Benefits
  • Mutual Funds
  • Real Estate
  • Retirement
  • Stocks & Bonds
  • Tangible Assets

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.