Jos is a well sought out industry professional that is able to address asset protection, succession planning, philanthropy, and explain the tax efficiency gained in the insurance planning process.
She runs her boutique consulting firm, Resources & Solutions.
She provides private business and personal solutions focused on tax concepts, tax efficient investment and insurance strategies, asset protection and wealth planning.
She is a triple threat. She uses her skills to provide an objective perspective related to:
- Accounting, Tax & Estate complexities
- Insurance Solutions
- Legal Considerations