Our Team Mission Statement

As your trusted advisors, we make our planning process about you—not about us. We are passionate advocates for our clients.  The Jones Financial Group strives to understand you and your goals. Then we build your personal financial security plan around you, your family and your business’s future. Our team provides professional guidance, innovative solutions and enduring relationships that help create financial security in an ever-changing world.

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Welcome.

  We value our clients and work with you

to dream, plan and achieve your goals

Financial planning does not happen by chance; it is the product of sound decision-making. Whether you are looking to protect, grow or transfer wealth, The Jones Financial Group and our dedicated professional team can help.  We understand complex financial issues and the ways in which they may affect your future.

Financial planning requires a commitment of time.  Our team will work to understand your current personal and financial circumstances and your goals for the future. We will do more than determine a planning solution.  We will build a strategy that is right for you. Together, we will develop a financial plan that balances your short-term needs and your long-term goals.

And we will stay in touch, so as your needs evolve, we can make the changes necessary to your plan to protect your overall financial picture for the future. To learn more about our team, click here.


Plan Now for Your Future

Financial success does not happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning.

To help clients achieve their objectives, we work with you and your loved ones to coach you as a friend and an advocate. Life’s complexities leave little room for cookie-cutter solutions, so our professional team uses a four-step approach in working with their clients:

 

Copyright 2015 The Legacy Companies, LLC. Concepts used in these materials used with permission from The Legacy Companies, LLC. Legacy Materials and Concepts are only made available to advisors in the Fee-Based Financial Planning program at Northwestern Mutual Wealth Management Company.

Brian M Jones, CPA, PFS, CFP®, CLU®, CLTC
Wealth Management Advisor


The Jones Financial Group

Protect your largest asset

Disability income insurance can protect your largest asset - your income. Northwestern Mutual can help. Learn more about how a disability insurance policy can help protect your income and your family.

Two Ways the Northwestern Mutual Foundation Supports Children and Families in Need

Can childhood cancer be beaten? We believe. That’s one of our charitable initiatives to help children and families in need. Learn more

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck