John C Carlos

Estate & Business Planning Specialist

Areas of Expertise

Here are my areas of expertise, which I will use to provide you with customized recommendations that will help you plan for your financial future.

  • Business Succession Planning
    What will happen to your business when you retire, or if you become permanently disabled or die? What's the value of your business, and how much is each owner's share worth? As a business owner, you k
  • Estate Planning
    You work your whole life to build your estate. You should have control over what happens to it upon your death. Building a lasting legacy takes more than simply accumulating a large portfolio. You nee
 

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