Jonathan Huss, CFP® Hussmen Financial

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About Jonathan Huss, CFP®

Being the son of a CPA, I have always had a keen interest in finance. Along with my other two siblings, I spent a few tax seasons in my father’s office helping where I could and learning the basics of the tax universe. After my time at Virginia Tech, I spent 5 years in Northern Virginia in the hospitality industry, from country clubs to selling wine (fun!!). After the arrival of my first daughter, my wife, Emily, and I returned to our roots in Richmond. I joined his father at his firm in 2018 and made quick work of learning the financial planning world. My goal is to take the questions and stress out of my clients’ financial situation, so they can live the life they’ve always wanted. I believe that everyone should have access to a financial planner, whether they have substantial assets, or are just starting to save. You’ve got questions, the Hussmen have the answers!

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Recently Published

Should You Buy Your Castle, or Just Rent It?

December 27, 2021

If it’s an investing question, the usual debate goes something like this: Buying allows for capital appreciation and tax advantages, but renting is cheaper and you could be investing the extra money in the stock market. Both points are equally valid, as far as they go. But it is never as clear cut as that.  […]

The post Should You Buy Your Castle, or Just Rent It? appeared first on Hussmen Financial.

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Build Back Better and Other Year End Planning Techniques

December 10, 2021

The end of the 2021 is upon us and we are in a position where some tax legislation is working its way through Congress.  The Build Back Better bill has passed the House and is working its way through the Senate.  Democrats are hopeful to have this bill passed before years end, but it remains […]

The post Build Back Better and Other Year End Planning Techniques appeared first on Hussmen Financial.

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I-Bond Strategy-Video

December 10, 2021

Here is a unique strategy to utilize!  I-Bond’s yields are at a high point, and can be used to get a great rate of return, while protecting your principle.  Individual can purchase $10,000 of I-Bonds per Calendar These are backed by the full faith and credit of the US Government.  So they are safe. Current […]

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Ideal Clients

  • Gen Y/Millennials
  • Holistic Financial Planning
  • Young Families

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $200+/mo
  • Quarterly Fee: $800+/qtr
  • Flat Fee: $500+/engagement
  • Hourly Fee: $250+/hr
  • Assets Under Management: 1.00%

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