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Jones Advisory Group


One simple call. A wealth of available solutions.

Financial Services

Total Wealth Network

 

 

If you speak with an insurance agent, no matter your problem, the only solutions in their licensed tool belt are life insurance or annuities.  If you speak with a broker, their solutions will be investments at risk in the market.
 
By representing a Total Wealth Network specific to clients at and near retirement, we have a wide-array of solutions available to help cover your sophisticated financial needs at this stage of life.

Total Wealth Network Chart


Life Insurance & Annuities

  • Access to leading proprietary retirement products and strategies

Generally these products become appropriate to consider when one or all of the following are concerns

Protection of principle,
Income,
Legacy or
Long-term care (P.I.L.L.) 

We can shop the market to identify the best insurance solution based on your priorities.  Plus, we can show you how these pieces may fit into your overall portfolio to avoid compromising any of your other financial needs.

Tax Strategies

Partner: Current CPA or Referred Partner based on individual needs

  • Income Strategies
  • Roth Conversions
  • Understanding Required Minimum Distribution (RMDs)
  • Stretch / Multi-Generational IRAs
  • Charitable Gifting
  • Mitigating Capital Gains

With the growing national debt crisis, understanding the tax implications of your investments for you and your future heirs should be a significant factor in your planning.

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

Estate Planning

Partner: Current Attorney or Referred Partner based on individual needs

  • Power of Attorneys
  • Wills / Trusts
  • Designated Beneficiaries
  • Transfer on Death Designations

Knowing the proper steps needed to have your assets flow as you intend is a complex and constantly changing battle. Through partnerships with attorneys and our ongoing client relationships, we can help avoid assets going through probate, to a divorced spouse or creditor, and keep wishes up-to-date and enforceable.

Another key consideration for many families we serve is creating an action plan and finding a partner who will assist you, your significant other or family through financial decisions when you are no longer interested or able to do so on your own. Being proactive in your planning is essential.

Neither 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.

Supplements

Partner: Referred Partner based on individual needs

  • Long-Term Care
  • Funeral Trusts
  • Cancer Policies
  • Medicare Supplements

Do you need it? How much coverage? What’s the best company? How does it fit in your overall plan? What are the pros, cons and strings attached? We can help you shop these supplements to find the best options for covering any major gaps in your planning.
 

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.

Take comfort in your financial future knowing that all aspects of your financial life are working together efficiently and effectively towards your ultimate retirement goals. Contact us to set up a visit or to find out about upcoming workshops on these topics today!


Investment advisory services offered through AE Wealth Management, LLC, an SEC Registered Investment Adviser