Personal Financial and Retirement Planning

Most American families have three main financial goals:

  • to live a comfortable lifestyle in the present

  • to accumulate savings to pay for their children's education

  • to create a substantial nest egg for a secure retirement

Achieving all three concurrently is often difficult to accomplish. More and more Americans are reaching retirement with less than adequate financial resources. Educational costs continue to rise. What happens is people are so focused on the present that they fail to plan for their financial future. And, meeting their financial goals requires more than good intentions. Retirement planning is an absolute necessity.

Jones Associates draws on years of experience to help clients maximize the accumulation of assets. We can design a customized asset management and wealth accumulation program for you that may yield significant benefits, both now and in the future, by the effective use of investment and other financial products.