Services

Who is a typical Jones Financial Partners client?

Our typical client is someone age 30 plus that realizes that money is a tool to help them achieve their goals, not THE goal.

In addition, you are likely a good fit if you:

Prefer to delegate to a professional so you can go out and enjoy retirement

Want to know your family will be well taken care of

You focus more on your goals and how to achieve them rather than trying to beat the stock market

Prestige Wealth Management

Comprehensive Financial Planning
- Planning for retirement
- Retirement Income Planning
- Social Security timing
- Insurance Review
- Estate Planning
Multiple Performance Reviews per year
Periodic Beneficiary Review
Retirement Plan Updates
Protect against excessive withdrawals
Annual Tax Review. Discuss w/CPA
Education Funding Strategies
Participate in CPA/Attorney Meetings
Social Security Enrollment
Medicare/Supplement Enrollment
RMD Analysis
Monthly Market Updates
On-going review of your Financial Plan
Review Tax Return for possible savings
Monthly Money Tips - Podcast
Notary & Medallion Signature Guarantee

Premium Plus Wealth Management

Comprehensive Financial Planning
- Planning for retirement
- Retirement Income Planning
- Social Security timing
- Insurance Review
- Estate Planning
Periodic Performance Review
Periodic Beneficiary Review
Adviceworks Client Portal Training
RMD Analysis
Social Security Enrollment
Medicare/Supplement Enrollment
Monthly Market Updates
Periodic review of your Financial Plan
Review Tax Return for possible savings
Monthly Money Tips - Podcast
Notary & Medallion Signature Guarantee

Premium Wealth Management

Modular Financial Planning
- Budget Review
- Savings Plan Development
- Insurance Review
Year-end Contribution reminders
Risk Assessment
Financial Coaching Services
Monthly Market Updates
Monthly Money Tips - Podcast

Interactions

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2 Initial Complimentary Meetings
2-4 Pre-Scheduled Portfolio & Planning Review Meetings
Unlimited Telephone & Email Conversations

Service Levels & Compensations

Option #1: Investment Management & Financial Planning

Advisory Fee Schedule

$250,000 to $500,000 = 1.25%
$501,000 to $1,000,000 = 1.00%
$1,000,001 to $2,000,000 = 0.75%
$2,000,001 to $5,000,000 = 0.65
Over $5,000,000 = 0.50%

Option #2

Choose any two Financial Planning Services above for $1,500
Unlimited Financial Planning Services for $2,500 or $208/month

Advisory services offered through Jones Financial Partners. Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate Cetera Advisor Networks LLC Advisory Services Agreement and disclosure brochure as provided.

Additional compensation may apply in the form of commissions for purchase of individual stocks, bonds and through service fees (12b-1) for mutual fund transactions. Please refer to the ADV 2A and Advisory Account Agreement for full list of fees.

Getting Started

All of our services start with a complimentary consultation.

Complimentary Consultation

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give tax or legal advice. Notary services are not endorsed or warrantied by the firm.