MEET MEGAN
Megan L. Jones is President of Jones Advisory Group.
“I know that by being an independent advisor, I can offer my clients exactly what they need, personal attention. Clients have unique goals, dreams, aspirations, and plans. We maintain our independence today, so that we can truly match up the best company with the best products and shape a plan based upon each individual’s goals and dreams.”
MEMBERSHIPS, ASSOCIATIONS AND EDUCATION:
As well as maintaining the state mandated continuing education requirements for our licenses, we attend yearly education summits pertaining to our area of focus, such as income planning, IRA Planning and Tax Planning.
We continue to stay current with these planning issues and changes by working with a network of CPAs and licensed financial service professionals. We have partnered with a marketing organization that provides us with the most current industry updates, issues, and company products. It allows us to provide to our clients cutting edge solutions while at the same time maintaining our independence.
Megan is an approved member of the National Ethics Bureau and the National Association of Fixed Annuities.
Megan obtained her undergraduate degree in Accounting from Washburn University. She has her Masters in Business Administration from Washburn University as well. Megan spent the last ten years in Accounting/Finance with one of the area’s leading companies.
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, Chris, and two daughters, Avery and Macey. Family and Faith are of number one importance to me and I try and balance home and work accordingly. Just as personal family is important; our clients are our family when it comes to business. Our offices are located in Topeka and Overland Park, KS, which serve as our home base to clients throughout the eastern Kansas region. We welcome clients into the office, but also make house calls to those who prefer a home visit.
I am active in the local community, serving on the Junior League of Topeka civic organization Funding Committee. We actively support the local fundraising efforts, especially for our church, Northland Christian Church. We provide free budget counseling for those seeking to understand Biblical Stewardship principles.
MESSAGE TO OUR CLIENTS:
Our success is due to one thing – our clients. Our clients are our #1 focus and we strive to provide the absolute best service possible. We want our clients to be comfortable in referring their family and friends who may benefit from the same type of planning. We first educate our clients on their options and then help implement a tailored plan that specifically meets their goals and dreams, whether it be a tax advantaged income or wealth preservation and transfer through proper estate planning.