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Jacob M. Leon, CFP®

Tax and Estate Planning

 

  • Are you paying too much in income taxes?

  • Would you like to avoid paying capital gains taxes on the sale of your business or other highly appreciated assets?

  • Would you like to defer paying taxes on investment gains and keep your investment protected from creditors?

  • An important facet of our service is helping you transfer your estate to your heirs while minimizing estate, income and gift taxes. A significant portion of our work involves succession planning for the owners of closely held businesses.

  • Our associates will work closely with your tax and legal advisors to help develop a comprehensive and effective estate plan.

Whether you choose to work with your current tax advisors or with CPAs within our strategic alliances and/or tax attorneys, we offer solutions to various tax challenges facing our clients through the use of sophisticated financial strategies.

Our mission at Jacob M. Leon, CFP is to help ensure that our clients' financial dreams become reality.

713-333-7477 phone                713-961-0625 fax

Securities offered through Registered Representatives of NFP Securities, Inc., a Broker/Dealer and Member FINRA/SIPC. Investment Advisory Services offered through Investment Advisory Representatives of NFP Securities, Inc. a Federally Registered Investment Advisor.  Jacob M Leon CFP is a member of PartnersFinancial, a division of NFP Insurance Services, Inc., which is a subsidiary of National Financial Partners Corp, the parent company of NFP Securities, Inc.
 

NFP Securities, Inc does not provide legal or tax advice.  Please contact the appropriate professional regarding your individual circumstances.
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