John Doe

We take pride in our use of technology not only to enhance the client experience, but to inform,

educate and model various recommendations and strategies. From account aggregation

software to large language models and Monte Carlo simulations, we make it a priority to stay

on the cutting edge to provide an informed and secure experience for you and for your

trusted advisors, no matter where you are in the world.

Wealth Planning Services

Retirement Planning

Tax Planning

Estate Planning

Insurance Planning

This is also referred to as Income

Planning when you decide to

retire. This includes Social Security

planning, Medicare planning,

income planning and goal setting.

It involves using your cash flow

and financial position and then

turning the resources you have

into income streams to live from.

Tax Planning involves reviewing

your tax returns and creating

strategies to minimize tax burden

not only now but in the future.

Tax planning is an essential part

of wealth management. It

involves strategizing to minimize

tax liabilities while maximizing

after-tax wealth for our clients.

This is also referred to as Risk

Management. This includes life,

disability, health, vehicle and

property insurance to name a

few. Depending on your stage in

life, your insurance needs (risk

management needs) will change

and evolve.

Often the last step for many

clients is deciding who you want

your money to go to after you die

and strategies to maximize your

impact. We find a lot of clients

want their wealth to transfer to

their children, church or charity.

JH Kaufman & Co

We don't just aim for excellence - we distinguish ourselves

by doing things differently. We constantly seek out new

ways to provide the most insightful advice, innovative

solutions, and reliable partnerships available anywhere. In

every endeavor, whether high tech or high touch, we stand

for distinction.