From the merchant: Includes a detailed net worth statement and a compact financial plan to accumulate savings
What You'll Get
A Chat with Jacob Mazone Consulting
What services does your business offer and what makes your business stand out from the competition?
Net worth statements and financial plans provided by CPA firms and certified financial planners can be complicated to understand and at least double the cost. The documents I prepare are easy to understand and highly effective in managing a budget.
What was the inspiration to start or run this business?
The purpose of these professional services is to provide cost-effective and well-understood financial-planning services to individuals at a crucial life stage.
What do you love most about your job?
Jacob Mazone chooses to focus his attention on [finances] in an effort to benefit and protect clients from financial problems later in life.
What is the best reaction you’ve ever gotten from a customer?
Regular thanks about how I’ve taken care of clients’ accounts and assets as if they were part of my family.
The Fine Print
Promotional value expires 120 days after purchase. Amount paid never expires. Limit 1 per person, may buy 1 additional as gift(s). Merchant is solely responsible to purchasers for the care and quality of the advertised goods and services.