As local business owners, we have a special place in our heart for entrepreneurs. Learn about the business transition services we offer, with the exit-planning experience you can count on.
The team at Jones Advisory Group understands that owning a business adds a layer of complexity to retirement — and requires thoughtful strategies to address your financial and tax-efficiency needs.
Contact Jones Advisory GroupTo help business owners navigate their options, Megan Jones and Senior Vice President of Business Development Tim Krueger have earned the designation of Certified Exit Planning Advisor (CEPA®). They have the experience to help you:
Help minimize your tax exposure — including income taxes, capital gains taxes, net investment income tax or estate taxes
Actively or passively think about the sale or transfer of real estate, business interests or concentrated and/or highly appreciated stock holdings
Identify and simplify your financial decisions, including when executing mergers and acquisitions
Coordinate with savvy legal, tax and other professionals who can help you make your financial goals a reality
We understand the unique challenges you face as a business owner, because we’ve encountered many of the same ones. Let us help ensure your wealth strategy works just as hard for you and future generations.
“The team at Jones Advisory Group believes you are the chief executive officer (CEO) of your own retirement. But to help you stay on track, we’re happy to serve as your chief financial officer (CFO).”
– MEGAN JONES
Founder & President | Financial Advisor
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.
Register for an event
Life is short. Make today the day you invest in a bright future.
Contact Jones Advisory Group
