Financial Advisors Want to Know: How to Set Up a 401K Plan - Episode #15: John Jones

Welcome everybody to the Financial Advisors Want to Know podcast. I'm Catherine Tindall, a CPA with Dominion. We're a firm that specializes in tax advisory and compliance for financial advisors and wealth managers, RIAs. Today's guest is John Jones. He's the president of Scissortail Executive Advisors, which is a firm dedicated to helping corporations optimize their 401k plans.

John also has experience working with financial advisors for their business owner clients who are jumping through the same hurdles trying to figure out how to implement and correctly deploy 401k plans into their businesses. So thank you for joining me today, John. This is always a fun topic.

Connect with John:
https://www.linkedin.com/in/john-jones-085077173/

Connect with Catherine:
https://www.linkedin.com/in/ctindallcpa/

Contact Catherine's Team:
admin@dominiones.com


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