Placing your Goals and Needs at The Forefront
If you’re like many of our clients, you probably don’t think in terms of financial goals. You think in terms of life goals — how and where you want to be able to spend your time. Money is just the tool.
With our holistic approach, we will help you transform those aspirations into specific, organized financial goals and objectives, with a plan to help you pursue them based on your time horizon and risk tolerance.
Preparing Your Financial Journey Together
What do you imagine it takes to develop a customized wealth management plan? Thousands of dollars and hours upon hours in a stuffy office discussing diversified portfolios? Thankfully, at Jones Financial Partners that’s not the case. It’s simple, really.
We will help you assess where you are today and pinpoint where you want to be in the future. Then, we’ll develop a proactive, comprehensive financial plan that connects the two.
Starting Out
Building Wealth
Nearing Retirement
Living in Retirement
Technology for Lasting Success
At Jones Financial Partners, we employ advanced planning tools such as AdviceWorks and NetXInvestor to help you visualize your financial objectives and construct a holistic plan to achieve them.
With these state-of-the-art resources, you can trust that our team is dedicated to harnessing cutting-edge technology to deliver top-notch financial planning services.