Products and Services

Jones Financial Partners, LLC specializes in the designing and implementation of tax efficient strategies. This is the main area in retirement plans that we feel is largely left unaddressed. Our organization's mission is to help retirees protect and preserve their retirement savings, and plan for the distribution of their savings in the most tax advantageous manner possible, while ensuring one's resources last throughout the retirement years. By partnering with CPAs, John Neyland, and best selling author Ed Slott of Rockville, NY our firm is uniquely qualified to help clients manage their retirement plans. Four principals that we find essential are as follows.

1. Growth value of assets
2. Protection of what is accumulated
3. Positioning of assets so that tax efficient income may be taken throughout retirement
4. Positioning of assets so the much, if not all, are transferred at death, tax free

In terms of risk management we implement a comprehensive plan that addresses not only market risk but inflation risk, distribution risk and specifically excess taxation.