subject: Five Reasons To Use John Thomas Financial [print this page] John Thomas Financial offers a wide variety of services to make their customers more profitable. People call this prestigious Wall Street institution to ask for help, to increase their wealth and to reduce risks. These customers also choose specialized services and find ways to protect their future.
Asking For Help
In today's complex world, individuals cannot afford to educate themselves on hundreds of different subjects while operating a business or managing investments. It is more effective to hire professionals. An unnoticed minor change in an income tax law can have major impact; experts eliminate surprises.
Making Money or Making More Money
Reviewing investment opportunities or portfolios for performance help investors maximize their returns. Two popular publications are the weekly Kaufman Report and the Mike Norman Economics Report. The Kaufman Report is written by the Chief Market Economist at John Thomas Financial and covers the market, indexes and industries. The other report measures money flow between the Treasury and the US economy. Many investors use these impartial market analyses to plan strategies. Professionals are available to review individual retirement funds and make suggestions.
Reducing Risks
Customers save millions of dollars by protecting assets and reducing federal and state income taxes. Asset protection may be a simple as choosing the right business entity like a LLC, limited partnership, C corporation or S corporation or holding title to the building in the owner's name. Taking advantage of tax credits and authorized deductions reduces tax bills.
Selecting Services
Customers of John Thomas Financial use only the services they want and only for as long as they need them. Specialists in almost every field are available to guide customers. One client wants a business loan or venture capital from the Investment Banking Services while someone else is ready to give a large donation to a charitable organization but wants to retain its use or income for a period of years.
Planning For the Future
Estate planning and business succession is the two most requested planning services. Reducing tax consequences and avoiding probate provide more money for heirs. Since over two thirds of family businesses transferred to the next generation fail, owners need professional assistance to protect their company and the new operators
Hiring quality help is smart. Customers of this New York institution get the knowledge they need to make informed decisions, increase their wealth, reduce exposure to financial losses, choose the services they want and get help charting the future. John Thomas Financial helps their customers prosper.
by: James Peterson
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