Joseph Yocavitch
LUTCF®, CLTC®

CONNECT

Address:

1864 Route 70 East
Cherry Hill, NJ 08003

Phone:

856.751.1771

Business Owner Services

Helping established business owners protect their family, business, and ownership interests through integrated solutions that help reduce risk, build wealth and improve tax efficiency

Do you know the true value of your business?
How is that value protected?
What are you really hoping to get out of your business?
What would you change given the opportunity?
As a business owner, what keeps you up at night?

JML Financial Group offers solutions for the unique and complex financial planning needs of successful business owners and high net worth individuals. Our team is experienced in areas of advanced estate planning, business evaluation, and business succession planning. Our planning process puts your needs first and helps you design ,implement and maintain strategies that help to  enhance and preserve your quality of life and  is further enhanced by distinct capabilities which enable us to help our clients reduce risk, build wealth, and improve tax efficiency while helping to preserve  the assets they've worked so hard to accumulate.

We help you explore, plan and execute in a manner that encompasses the interdependent domains of your world. Most important, we will educate you so you understand the decisions being made.

As a business owner protecting your Family, Business and Ownership interests is your primary objective.  We help you create a business strategy aligned with your vision and advisors to help you plan effectively and efficiently.

  • Tax minimization, income maximization and the efficient transfer of wealth
  • Strategies and benefits program designed to attract and retain key employees
  • Maximizing and preserving  business value
  • Effective business succession and/or exit planning objectives and strategies 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck