Joseph W. Jacques
/
Certified Public Accountant in Rockville, Maryland
Specialties
Cash Flow Planning
Charitable Planning
Closely Held Business Planning
Death
Divorce
Education Planning
Elder Planning
Employee Benefits/Executive Compensation
Estate
etc.)
Family Additions
Fundamental Financial Planning Knowledge & Skills
Gift and Wealth Transfer Planning
Individual Tax Planning
Insurance Planning/Risk Management Planning
Integrated Personal Financial Planning
Investment Planning (withouit AUM or product sales)
Retirement Planning
Significant Event Planning (Marriage
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