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Jones Associates creates detailed financial plans for clients using sophisticated financial strategies. We are an experienced group of highly trained professionals from a wide variety of financial disciplines. Our firm focuses on providing integrated solutions for the wealth accumulation and preservation needs and risk management needs of individuals, businesses and their owners.

Our recommendations are based on our experience and the thorough knowledge of our client's current circumstances and future goals. The financial planning process we employ includes the following steps:

  • Acquire all relevant facts, documents and details, including financial objectives
  • Assemble a team of financial and legal specialists - all qualified to design the most effective strategy to meet your specific needs and goals
  • Prepare a preliminary statement evaluating the current situation, identifying problems and concerns, and projecting the benefits of recommended solutions
  • Consult with the client's advisors and specialists to refine values and to secure additional input and documents
  • Custom design optimal business or financial solutions using the most appropriate tax saving, investment, or funding vehicles
  • Follow up on a regular basis to ensure that plans meet or exceed their design objectives

Here are some of the key areas for which we can provide specialized services:

Creating and preserving your personal wealth

Build a sound financial plan for now and for your family's future

  • Personal Financial and Retirement Planning
  • Investment Management
  • Estate Planning

Providing financial solutions for business owners

Set up a business plan to protect your business and employees

  • Business Continuation
  • Employee Benefit Programs

Risk Management Strategies for Families and Businesses

Expert guidance to help you choose the best insurance to fit your needs