Who We Serve

We specialize in pre-retirees and retirees in the area of retirement accounts. We help with tax reduction strategies, risk reduction strategies, as well as distribution strategies.

The main focus of Jones Financial Partners, LLC is to develop relationships with individual clients and some corporate clients. On the individual side we want to work with pre-retirees and retirees, typically between the ages of 55 and 65. We want to help these individuals with their 401(k) rollovers and IRA accounts. Anything revolving around retirement accounts particularly distributions from these accounts. Our goal is to develop ways they can minimize the risk of these assets and minimize the taxation of these assets.

We work with our corporate clients by establishing 401 (k) plans or 403 (b) plans. As well as helping with the employee education.

NEXT Financial Group, Inc. does not offer tax or legal advice.