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


The Jones Financial Group

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What's Next

These days, it’s more important than ever to have a plan. Let’s plan what’s next for you. Get started.

If you dream it, we’ll help you live it.

Let’s make this the year we turn your dreams into plans. Get started.

What Is Financial Planning?

You can create basic strategies to manage your money that will help you organize your goals and celebrate life’s milestones with a sense of security. Read more.

The Conversations Couples Should Have Before Retirement

Here are some questions about what you’re expecting for your golden years to review with your partner to make sure you’re on the same page. Read more.

How Does Life Insurance Work?

Learn how the different types of life insurance work to find the right one for your financial needs. Read more.

 

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