What We Offer:
Jones Advisory Group is an independent financial planning organization with offices located in Topeka, Kansas and Overland Park, KS serving most of Eastern Kansas. Our group focuses on income, tax and IRA planning for pre-retirees and retirees.
Our unique approach to planning provides our clients with income and tax savings solutions for retirement. Outliving your money is a real concern that must be addressed. As life expectancy continues to increase, income, tax and risk management become central to a properly structured financial plan.
We provide a customized strategy that takes into account your current financial situation and aligns it with your future financial goals and objectives. Your strategy will clearly depict where you are financially today and where you will be in the future. Whether your goal is to reduce taxes, to create a legacy or to maximize your income, Jones Advisory Group will develop a customized strategy to meet your needs.
“During retirement, it isn’t what you make, it’s what you keep!”
What Sets us apart: Personal Support and Attention
At Jones Advisory Group we know that our clients are the reason we stay in business and as such, we work hard to earn their trust and gain their support. Our staff is dedicated to a degree of customer support higher than most other financial groups.
We are available to answer your questions and serve as liaison between you and the companies that mange your accounts. We welcome your calls and strive to get you the information needed in a timely fashion.
Please take some time to navigate through our website to learn what we do and how we can help you enjoy your retirement years. We look forward to the opportunity to serve you!
Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Adviser