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The JONES FINANCIAL PARTNERS NORMAN, OKLAHOMA OFFICE IS A LOCAL OFFICE RUN BY A FAMILY OF FINANCIAL PROFESSIONALS WHO GUIDE THE DECISION MAKING PROCESS AND ADDRESS YOUR FINANCIAL GOALS.


Plan. Invest. Protect.

Retirement Planning 

Retirement Planning 

Whether you’re a party of one or family of six, we create customized investment strategies to fit your current and future goals.

Wealth Management

Wealth Management

Cetera Advisor Networks provides comprehensive Wealth Management Services. We focus on helping you manage your money now and in the future.

Investment Management

Investment Management

Build and maintain an investment portfolio that grows with you, and helps pursue your goals.

We Have CERTIFIED FINANCIAL PLANNER™ Professionals Dedicated to Helping You Stay The Course.

Your Financial Life is Complicated. We'll Get You Organized & Focused.

Our Financial Planning Process 

1

Engage

The purpose of establishing the goal or relationship is to form the foundation or purpose of planning itself--to begin the financial journey with the clarification of a financial destination.

2

Gather

The purpose of establishing the goal or relationship is to form the foundation or purpose of planning itself--to begin the financial journey with the clarification of a financial destination.

3

Analyze

We've gathered the relevant data, now we analyze it.

4

Create

Financial planning requires devising alternative solutions that are achievable for each individual. With so many different variables to consider, your plan needs to develop, to evolve with your needs but remain within your capabilities and risk tolerance.

5

Implement

Now you simply put your plan to work! But as simple as this sounds, many people find that implementation is the most difficult step in financial planning. Although you have the plan developed, it takes discipline and desire to put it into action.

6

Monitor

Plans evolve and change just like life. Once the plan is created, it's essentially a piece of history. This is why the plan needs to be monitored and tweaked from time to time.

Here's what you can expect when you work with us:

Step 1

Step 2

Step 3

Step 4

Initial Meeting

To start, we will have a discovery meeting - either in person or on the phone - to help us analyze your current financial situation.

Meet Your Team

Second, you will meeting your new team and their role in developing your financial plan.

Develop a plan

From here, we'll present our recommendations and implement our services.

Monitor & Adjust

Next, we will monitor your plan on an on-going basis, and make adjustments when needed. 

          

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8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.