SPECIAL PROMOTION
FACES of
Rhode
Island
★ 2023 ★
THE FACE OF
TAX-FOCUSED FINANCIAL PLANNING FOR BUSINESS OWNERS
Ballast Wealth Management
Complex cases are Jules Joly ’ s passion at Ballast Wealth Management , where she specializes in tax-focused Financial Planning for Physicians and business owners also invested in real estate . Being a real estate investor herself , Jules has learned the importance of communication between advisors , attorneys , and CPAs .
Jules ’ s clients go to her with very specific concerns , like reducing taxation , getting organized , and developing an estate plan , as well as how to mitigate the risk in their lives every step of the way . By obtaining her CPFA ( Certified Plan Fiduciary Advisor ) designation , she is not only able to help her business owner clients manage their private wealth , but she is also able to assess their qualified retirement plan or implement a new one .
If you have been confused by your investments , unclear about your Financial Plan , or what your priorities should be , you ’ re not alone . Many of Jules ’ s clients struggled to find clarity in the past . From the first meeting , the process at Ballast Wealth Management is laid out , accompanied by a timeline for achieving each client ’ s unique goals . Visit ballastwm . com to schedule a meeting !
174 Bellevue Avenue , Ste . 210 , Newport , 401-601-7153 , ballastwm . com
Wealth Advisor offering securities and advisory services through Cetera Advisor Networks LLC , member FINRA / SIPC , a broker / dealer and registered investment adviser . Cetera is under separate ownership from any other named entity .
For a comprehensive review of your personal situation , always consult with a tax or legal advisor . Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice .
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