I Am Expert In
Business/Entity Management & Succession Planning
Life Insurance Consultation/Design & Premium Financing
Asset Protection & Risk Management/Mitigation
Estate Advising/Management & Team Collaboration
In 1995, Jon founded Kubler Financial, where he and the company continue to provide estate planning and business management advice (Estate Maximization), to clients with a net worth of $10 million or greater.
Jon utilizes a client selecting process, planning process, that incorporates all facets of a client’s financial life. Securing, stabilizing, nurturing, and protecting client’s wealth now, and for future generations, with the greatest tax efficiency.
Kubler Financial major priority is consulting and collaborating with a client’s current team of advisors (financial, legal, accounting, bankers, executive management team such as CFOs, business managers, insurance professionals) and family members to create and maintain an environment of financial success. Taking a leadership role to make sure all three, CLIENT, ADVISORS, FAMILY are communicating annually to advance the success objectives and avoid unnecessary mistakes.
Being born and raised in Nebraska, all the while living in Los Angeles, provides multi-dimensional perspective while building a genuine relationship with each client.