Our Mission: Building relationships, financial solutions, and security through honesty, integrity, and service.
Jones and Associates Premier Financial Solutions is an independent privately-owned and registered investment advisor firm. Our focus is what is best for you, the client. We help you realize your dreams by offering creative solutions through an open and transparent advisory process utilizing both financial and insurance solutions to achieve financial independence.
We are a financial services firm with a fresh, new way of thinking. We are dedicated to helping you achieve financial independence by developing a comprehensive financial planning relationship and ensuring your retirement plans work in concert with all pieces of your financial and insurance strategies.
At Jones & Associates Premier Financial Solutions, we empower you to safely navigate today’s complex financial world. In addition to offering premier financial solutions we offer premier insurance solutions through our independent, privately-owned insurance agency Jones & Associates Premier Insurance Solutions. We customize your plan to fit your individual and family needs, as well as the needs of your business.
Premier financial solutions: Proactive wealth management, financial planning, college planning, risk management, and tax and estate solutions.
Premier insurance solutions: Medical & accident, short term medical, critical illness, dental & vision, life insurance, disability, long term care, and medicare supplement options.
Financial and insurance solutions:
As most families or individuals accumulate assets and insurance, they do so in “pieces.” A typical accumulation process may follow this pattern:
∙ You buy mutual funds from Person A.
∙ You buy real estate from Person B.
∙ You buy legal services from Person C.
∙ You buy 401(k)/403(b)s from Person D.
∙ You buy CDs and bonds from Person E.
∙ You buy life insurance from Person F.
∙ You buy health insurance from Person G.
∙ You buy long-term care from Person H.
* You buy Medicare supplements from Person I.
Over time, you have many professionals doing different things with your “pieces.” As such, these individuals may move on to other careers or pursuits and are replaced by other professionals you really don’t know and who are not fully in-tune with your specific circumstances. More importantly, these individuals are only interested in their particular “piece” - their area of expertise - and they handle it with what we call “tunnel vision.”
As a result, you end up with disjointed “pieces” that do not quite fit together. At Jones & Associates we look at all your financial and insurance “pieces” and show you how they work together to create a solid financial strategy and retirement plan. More importantly, we show you how these pieces can be protected and optimized by working in concert with each other to achieve financial independence.
We use our expertise and resources to ultimately provide you with the best possible solution.
Investment Management | Specialty Financial Services | Insurance Agents and Brokers | Financial Advisors | Health Insurance
< Read Less