MEET JAMMIE
Jammie is an Investment Advisor Representative and licensed insurance producer for Jones Advisory Group. "I know every person I meet with is different. Because I am an independent advisor, I have the ability to create and implement financial solutions that fit my clients individual needs. Nothing is more important than taking care of my clients and giving them the personal attention they deserve."
EDUCATION:
Jammie obtained her undergraduate degree in Business Administration from Baker University.She spent over 11 years in the financial services industry before she joined Jones Advisory Group.
OUR FOCUS:
Our primary areas of specialization are:
Income Planning:
Providing for a tax-favored income that will increase with inflation and offer the option of income for life.
IRA Planning:
Systematic Roth IRA Conversions, IRA Inheritance Tax-Free, RMD Planning, Stretch IRA Planning.
Tax Planning:
“It’s not what you make that is important, it’s what you keep.” I am sure we have all heard that old adage, but it rings true today more than ever. Most people feel that taxes will be increasing in the future and as such, this area of planning is and will continue to be of vital importance. In many cases, we can show clients how to increase their income while at the same time decrease their tax burden.
Life Planning:
We educate our clients on how to meet their living goals and if important, how to efficiently and, effectively pass their inheritance on to their beneficiaries with as little fees and taxes as possible.
FAMILY INFORMATION:
"I was born and raised in Topeka, Kansas and currently reside there with my husband Marc and three wonderful children, Aspen, Oscar and Olivia. Family and faith are of number one importance to me, and I try and balance home and work accordingly. Just as my own family is important, our clients are considered part of our family. We have offices located in Topeka and Overland Park, which serve as our home base to clients throughout the eastern Kansas region. We actively support local fundraising efforts and are active in our church, Grantville United Methodist Church."
MESSAGE TO OUR CLIENTS:
We owe our success solely to our clients. They are our #1 focus, and we strive to provide the absolute best service possible. We want our clients to be comfortable in telling their family and friends about us so that they may benefit from the same type of planning and solutions. We first educate our clients on their options and then help implement a tailored plan that specifically addresses their goals and dreams, whether it be a tax-advantaged income or wealth preservation and transfer through proper estate planning.