Jos Herman
CPA, CA, CFP, CLU, TEP
Director of Wealth, Tax & Estate Planning
Resources & Solutions
At my firm, Resources & Solutions Professional Corporation, we provide wealth, tax and estate planning consultation to you as an individual, you as a business owner – and how this connects to your family, your wealth, and your estate.
Experience & Expertise. You need a professional that provides Individual and Business Solutions focused on:
- Tax concepts
- Tax efficient wealth strategies
- Philanthropy
- Asset Protection
- Intergenerational wealth transfer