Net Income LLC is a 100% employee-owned Registered Investment Advisory (RIA) firm providing tailored financial and investment guidance. Each client engagement begins with a comprehensive suitability analysis—including income, assets, liabilities, insurance, tax considerations, budgeting, and long-term objectives—to establish a disciplined foundation for planning. We evaluate the broad investment landscape to identify options appropriate for your circumstances and review them with you in a clear, structured manner.
We serve businesses and professionals primarily in the Real Estate, Health Care, and Technology sectors. Our clientele includes business owners, executives, entrepreneurs, non-profit organizations, and family trusts.
Our services encompass:
Financial Planning – Objective setting, comprehensive plan design and updates, cash-flow management, retirement projections, risk assessment, ESOP and stock-option analysis, education funding strategies, and estate-planning coordination.
Investment Consultation – Portfolio reviews, cost-basis audits, rebalancing strategies, asset-allocation guidance, retirement-plan investment analysis, and private-investment review.
Financial Consultation – Tax and debt management, plan and portfolio assessments, estate-planning review, insurance-needs analysis, real-estate and mortgage evaluation, and charitable-giving strategies.
Square Reader is used to accept major credit cards for payment of hourly or one-time expenses (American Express, Visa, MasterCard, & Discover).
We serve businesses and professionals primarily in the Real Estate, Health Care, and Technology sectors. Our clientele includes business owners, executives, entrepreneurs, non-profit organizations, and family trusts.
Our services encompass:
Financial Planning – Objective setting, comprehensive plan design and updates, cash-flow management, retirement projections, risk assessment, ESOP and stock-option analysis, education funding strategies, and estate-planning coordination.
Investment Consultation – Portfolio reviews, cost-basis audits, rebalancing strategies, asset-allocation guidance, retirement-plan investment analysis, and private-investment review.
Financial Consultation – Tax and debt management, plan and portfolio assessments, estate-planning review, insurance-needs analysis, real-estate and mortgage evaluation, and charitable-giving strategies.
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 was raised in Madison, Wisconsin, and spent his summers in the San Francisco Bay Area. Following in his family’s footsteps, he entered the real estate industry early, earning his Real Estate license at eighteen and later establishing his own real estate management firm, JTC International. His professional path expanded into accounting and the non-profit sector through his work with Schwab Charitable and his service as a Board Member for Big Brothers Big Sisters of the North Bay.
Jonas became a licensed Stock Broker at twenty, obtaining his Series 7, and later earned his Insurance License at twenty-four. His diverse background across real estate, finance, and philanthropy has equipped him with a broad perspective and a genuine passion for client engagement. He values thoughtful dialogue, takes interest in the details that shape each client’s circumstances, and is committed to developing strategies that align with their goals. He also comes from an extended family of dedicated farm owners whose work ethic and commitment continue to inspire him. Jonas holds a Bachelor of Arts in Business Management and a Master of Business Administration from Dominican University of California in San Rafael. |
Net Income LLC, U.S. Securities & Exchange Commission Investment Adviser Registration Depository #: 282066
Jonas Turand Champion, U.S. Securities & Exchange Commission Central Registration Depository #: 5502964
