Individuals

You’ve worked hard to achieve what you have. It’s time to make smart decisions that will help you preserve and grow your assets. Jones and Kolb offers you personal financial specialists with solid technical skills to help you navigate the maze of rules and regulations, guide you with retirement or succession planning and assist you with the specialized accounting services your finances deserve.

It isn’t easy keeping current with tax law changes, emerging investment options and all the other choices you have today. We invite you to visit with us for a personalized, one-on-one consultation with our knowledgeable and caring staff. Once you’ve experienced how they can help you handle the tax planning process and provide expert advice throughout the year, you won’t go back to traditional accounting.

Specialized financial services delivered on an individual basis include:

  • Tax consulting and planning
  • Retirement planning
  • Estate and gift planning
  • Family foundations and offices
  • Succession planning
  • Investment advice
  • Entity selection assistance
  • Real estate advisory services

To learn more about financial services for business owners, family groups, corporate executives and other high net worth individuals, please contact a shareholders or managers at 404-262-7920.