When we meet with you, we consider all of the money matters in your life — personal, professional and generational. Then, we work closely with you to design a strategy that helps support your top priorities.
With Jones Advisory Group, building a financial strategy that fits your long-term goals starts with three simple steps:
When we meet for the first time, we put ourselves in your shoes. We want to figure out who you are, what you want and whether we can help you get what you need.
We use our “TRUST” process to review your tax situation, investments and income, as well as whether you could benefit from legacy planning, business transition services and more. We’ll be honest if we see any strategies that might put you in a more favorable position.
Imagine your financial future as a vast, open field. Navigating this landscape requires vision and the ability to chart new paths when needed. Our comprehensive planning process gives you the support to roam freely while shaping a legacy as expansive as the view.
At Jones Advisory Group, we use our “TRUST” process to take you through the five areas of comprehensive financial planning.
Annuities are insurance contracts designed for retirement or other long-term needs. They provide guarantees of principal and credited interest, subject to surrender charges. Annuity guarantees and protections are backed by the financial strength and claims-paying ability of the issuing insurance carrier.
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Your love and legacy mean everything. Get the financial guidance you need on the go.
TUNE INFeel more confident about your finances by joining us at one of our informational seminars. Our events focus on tax efficiency, leaving money to your family and more.
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Life is short. Make today the day you invest in a bright future.
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