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Holistic Financial Planning That
Provides Value Beyond Expectation

With decades of experience and a proactive, holistic approach, we empower clients to map out every facet of their financial journey to move forward with confidence.

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<em><strong>Proactive Planning</strong></em> Built on Close Communication

Proactive Planning Built on Close Communication

We deliver proactive value to clients through consistent close communication. This core principle embodies our client-centric approach, delivering holistic, transparent financial strategies tailored to your desires, needs, and individual circumstances.

About Us
<em><strong>A Holistic Approach</strong></em> That Gives You Confidence About Your Future

A Holistic Approach That Gives You Confidence About Your Future

Jones Financial Partners is an independent, fee-based financial planning firm that helps clients gain financial confidence about their future through a holistic planning approach. We focus on all aspects of your goals and financial situation and then create a tailored plan that helps you achieve your financial aspirations.

Schedule A Consultation

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

Make an Appointment

Financial Planning That Safeguards And
Builds Your Wealth

Our holistic services ensure we’re your only stop for all of your personal financial planning needs.

Financial Planning

We craft customized financial strategies rooted in your goals, safeguarding your wealth to be passed down as you envision.

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Retirement Planning

Our advisors evaluate your assets and specific goals, creating and fine-tuning strategies to establish and sustain your desired retirement income.

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Investment Management

We discover your priorities to enhance your portfolio, accelerate wealth building, and attain your envisioned lifestyle goals.

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Estate Planning

We strive to understand your desires and to create a plan that alleviates the financial responsibilities of your loved ones while fulfilling your vision for your legacy.

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Who We Serve

Individuals &#38; Families

Individuals & Families

We offer customized financial solutions for individuals and families, providing them with tailored advice that makes them feel confident about their future.

Pre-Retirees &#38; Retirees

Pre-Retirees & Retirees

We help pre-retirees and retirees pursue the life they desire through tailored and transparent counsel that gives them confidence whilst removing the uncertainty.

Professionals

Professionals

Jones Financial Partners provides value beyond expectation to professionals who want a clear roadmap that helps them attain their desired lifestyle through close communication.

Business
 Owners

Business
 Owners

Our holistic services allow business owners to grow their companies while we safeguard and build their wealth with a personalized financial strategy.

Enhance Your Financial Understanding With Our Resources

Invest in your financial education and empower yourself to make informed decisions about your finances using our carefully selected resources.

The Anatomy of an Index

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
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Is a Variable Annuity Right for Me?

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
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Understanding the SECURE Act 2.0

Understanding the SECURE Act 2.0

A timeline covering a few of the major provisions of the SECURE Act 2.0.
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