Complimentary Consultation
Portfolio Consultation
&
Construction
Ongoing Management
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Desire expert advice and management around finances and investments? You have come to the right place!
Changes impact how we address life cycle events. Acquiring new assets/property, negotiating new contracts, starting/selling a business, expanding financial needs, receiving an inheritance, and retiring all add up to unique circumstances.
- Need help analyzing and valuing businesses?
- How will certain financial actions impact the future?
- Questions regarding business resource allocation?
- Need a temporary Chief Financial Officer?
- Know when to financially “trim your sails,” “tack,” or “jibe”?
Use Net Income LLC to develop your team of respected advisors and develop a plan to smooth out those sails!
Net Income LLC is a 100% employee owned Registered Investment Advisory (RIA) firm. With a focus on providing personalized financial services to navigate the financial markets. A thorough suitability analysis of income, assets, liabilities, insurance, tax status, budget, and objectives, all establish the foundation of a client’s plan. Through screening the vast universe of investments, we decide what is appropriate for your specific situation, and review it together. We understand finances last a lifetime and that a coach goes a long way on the financial journey. With one-on-one, in-depth meetings, we look forward to assisting your specific situation and building a long-term relationship.
Our services cater well to businesses and professionals in the Real Estate, Health Care, or Technology sectors. Our clients consist primarily of businesses, non-profits, entrepreneurs/business owners, executives, and trusts.
Financial Planning spans across numerous areas, ranging from determining objectives, establishing a comprehensive plan, updating that plan, cash management, retirement projections, risk assessment, employee stock option analysis (ESOP), education funding strategies, and estate planning. Investment Consultation consists of portfolio reviews, cost basis audits, re-balancing of investments, asset movement decisions, reviewing investment options in an existing retirement plan, and private investment analysis. Financial Consultations include tax planning and management, debt management, review of existing portfolio and plan, estate planning assessment, insurance needs assessment, real estate analysis, mortgage and refinance evaluation, or charitable planning.
Square Reader is used to accept major credit cards for payment of hourly or one-time expenses (American Express, Visa, MasterCard, & Discover).
Mission: To provide unique, comprehensive, and custom financial services catered to your goals, needs, and wants.
The Manager
Jonas Champion grew up in Madison, Wisconsin and spent summers visiting the San Francisco Bay Area. He followed his families footsteps and got into the Real Estate industry obtaining his Real Estate license at age eighteen and currently owns a Real Estate Management Company called JTC International. He then got into the accounting and non-profit business working for Schwab Charitable and volunteering with Big Brothers Big Sisters of the North Bay as a Board Member. He became a Stock Broker and obtained his Series 7 license at age twenty and obtained his Insurance License at age twenty four. Jonas has a diverse background and enjoys client discussions, learning about specifics and designing suitable plans. Jonas’ extended family consists of dedicated farm owners willing to go far beyond what is expected of them.
He received his Bachelors of Arts in Business Management and Masters of Business Administration from Dominican University of California in San Rafael.
The Company Mascot “Oona”
CONTACT:
TELEPHONE NUMBER: 415-410-5825
EMAIL ADDRESS: NetIncomePlanning@Gmail.com
ADDRESS:
Physical:
4040 Civic Center Dr.
Suite 200
San Rafael, CA 94903
Mailing:
PO Box 1541
Mill Valley, CA 94942
Net Income LLC, U.S. Securities & Exchange CommissionInvestment Adviser Registration Depository #: 282066
Jonas Turand Champion, U.S. Securities & Exchange Commission Central Registration Depository #: 5502964