Broker Check

Personal Services

Proactive Financial Planning That Exceeds Expectations

Our holistic services are built on trust and transparency. With decades of experience under our belt, we have proven that our expertise provides immense value and confidence that exceeds expectations, allowing clients to pursue the life they desire through a strategy that’s aligned with their best interests.

<strong>Financial Planning</strong>

Financial Planning

At Jones Financial Partners, we take the time to understand our clients, uncovering your concerns, requirements, and desires. Drawing upon our wealth of knowledge, we will then create a tailored strategy that will allow you to navigate the intricacies of your finances throughout all phases of life.

<strong>Investment Management</strong>

Investment Management

Generational planning lies at the core of our tailored advisory approach at Jones Financial Partners. We are committed to understanding every aspect of your aspirations and formulating a legacy plan that alleviates the financial responsibilities of your loved ones and fulfills your vision for the succeeding generation.

<strong>Retirement Planning</strong>

Retirement Planning

Whether you fear outliving your retirement savings or seek a comfortable retirement, our advisors will assess your assets and goals. You will then receive tailored strategies to establish a reliable retirement income that allows you to live your golden years on your terms. We will continually oversee your plan and make any required adjustments to maintain your financial well-being.

<strong>Insurance &#38; Protection</strong>

Insurance & Protection

Your insurance and protection requirements are distinctive and closely tied to your profession, family situation, and way of life. We assist you in recognizing potential risks and implementing proactive strategies to guide you smoothly through various life stages while safeguarding the financial security of future generations.

<strong>Estate &#38; Legacy Planning</strong>

Estate & Legacy Planning

We personally customize each portfolio with a strong foundation that’s tailored to your risk tolerance, individual situation, and time frame for achieving your objectives. This forms the groundwork from which we can optimize your investment portfolio, allowing you to capitalize on opportunities as they arise.

<strong>Education Planning</strong>

Education Planning

College fees are extortionate but our individualized approach to education planning will help you stay on top of your savings plan and identify financial aid possibilities. We assist you in budgeting for educational expenses, establishing realistic goals, and leveraging investments to support your child's success.

<strong>Wealth Management</strong>

Wealth Management

A one-size-fits-all solution doesn't work for everyone. As an independent, fiduciary planning firm, we prioritize each client relationship and provide customized advice that aligns with your best interests. Our advisors will support you continuously as we navigate the journey ahead together, overcoming obstacles and identifying opportunities that will help you achieve your wealth building goals.

<strong>Tax Planning Strategies</strong>

Tax Planning Strategies

A tailored tax planning strategy will maximize profits and minimize your tax liabilities which will only bolster your financial situation. We will help you uncover hidden tax advantages while managing your withdrawals to maintain your desired income and lifestyle goals, providing you with long-term stability and confidence about your future.

<strong>Retirement Plan Consulting</strong>

Retirement Plan Consulting

We provide personalized retirement counseling to pre-retirees and retirees to enable them to pursue and live the lifestyle they desire with confidence and control. Throughout every step of the journey, we will manage your finances to help you secure a future that allows you to live retirement on your terms.

We Practice Holistic Planning


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Our Approach

Our integrity and personalized team service, rooted in a long-standing culture of achievement, enable us to foster trust and forge lasting, genuine friendships.

Our Approach

About Us

We provide clients with a holistic, planning-first approach that builds and preserves their wealth to give them confidence about their future.

About Us

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Do you want an elite financial planner who will navigate the financial terrain every step of the way?

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