At Jones Advisory Group, we believe in the power of family and friends. For us, it’s not just about the numbers. It’s about crafting a life that feels as good as it looks.
Jones Advisory Group is an independent, family-owned company — which means there’s no one telling us to push a certain stock, sell an annuity or work with a particular mutual fund company. Instead, we’re able to make financial decisions that are in line with your unique needs and goals. We’re not beholden to anyone but you.
No matter how close you are to retirement, we can help you settle on a strategy that helps you feel more confident about the days ahead.
Great conversations start with great questions. Let’s talk about your wealth planning needs today.
The team at Jones Advisory Group knows a thing or two about preparing for an uncertain future.
Several years ago, Megan’s mother developed dementia, a devastating diagnosis for a 65-year-old woman in the prime of life. Megan, her father and twin brother, Craig, not only had to confront the realities of cognitive decline, they had to apply for Medicaid and move their wife and mother into a facility.
The experience was both heartbreaking and clarifying.
Today, Megan and the JAG team put such learning to good use, helping families navigate the challenges that come with aging, including providing for long-term care, selling a business and preserving assets for future generations.
Your love and legacy mean everything. Get the financial guidance you need on the go.
TUNE INFeel more confident about your finances by joining us at one of our informational seminars. Our events focus on tax efficiency, leaving money to your family and more.
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Life is short. Make today the day you invest in a bright future.
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