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Jones Advisory Group


At Jones Advisory Group, our sole focus
is YOU.

About Jones Advisory Group

The world is full of financial "advice givers" and it is becoming increasingly difficult to know what to ask and who to trust.  The danger becomes you don’t know what you don’t know.

Our Investment Team is your Investment Team! We are a family owned business with decades of combined financial planning experience. From our family to yours, let us create a plan to help your retirement dreams come true!


 

Planning First, Products Second

At Jones Advisory Group, we are problem solvers and partners to our clients to help find and implement total solutions for their retirement needs.
 
Your interests are our interests, and with the fiduciary standards our advisors uphold, we can even lose our licenses if we do not honor this responsibility.

Below are a few of the frequent needs and concerns we help our clients address:

  • Income Planning for Retirement
  • Tax Strategies1
  • IRA / 401(K) Rollovers
  • Cost / Risk Analysis of Market Investments
  • Conservative Growth Opportunities for "Lazy Cash"
  • Hybrid options for rising healthcare costs
  • Low Fee Investment Options
  • Maximizing Social Security
  • Financial Gifting & Legacy Planning1
  • Minimizing or bypassing probate and estate taxes1
  • Proactive final expense planning

We have built a Total Wealth Network of experienced financial professionals that combine decades of experience dedicated to serving the constantly changing needs of the modern retiree.

You have worked hard your entire life to get where you are today, let's put together a solid financial plan to see you through tomorrow.

Contact us to set up a visit or to find out about upcoming workshops on these topics today!

 

1Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.