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Jones Financial
Strategies
Retirement planning| IRAs/Roth , 401k Company Plans| College Planning | 529 Plans| Indexed Universal Life
Annuities
Long term Care
Business Planning
Temporary & Permanent Life Insurance
Everest | Final Expense & Funeral Concierge Service| Legacy Shield | Estate Planning (Wills)| Bolt| Auto & Homeowners’ Insurance
Tailored financial services
Jones Financial Strategies offers a range of financial services and strategies tailored to meet individuals and business needs.
Protect the ones’ you love
Secure Your Family
We teach how money works and how to build a successful future
Build knowledge of Wealth
Do you know about your tax free strategies?
Explore our range of financial strategies and services.
Discover Unforgettable Finance Solutions
Here at Jones Financial Strategies
We are excited and fired up about Empowering Your Financial Future: Tailored Solutions from a Trusted Financial Services Partner!
Mission: Providing education to families and individuals with their future in mind.
Vision: Empowering diverse individuals to own their financial services businesses and ensuring universal access to financial resources for a higher standard future.
Core Value: No Family Gets left behind!
How can we assist
✓ Our team is here to help you!
✓ Contact Us
What services do you provide?
We offer a range of financial services tailored to meet individual and business needs, including accumulation, preservation, protection and referrals.
How can I schedule a free consult?
You can easily schedule an appointment by clicking on the Calendly button in the appointment scheduling area.
What types of insurance do you offer?
We offer both temporary life insurance for short-term coverage and permanent life insurance for long-term coverage.
What are your in house referrals?
We have in-house referral partners for Final Expenses and Funeral Concierge Services, Estate planning, Bolt, Auto & Homeowners’ insurance.
How can I contact you?
You can find our contact via chat button
Do you have a secure client portals?
Yes, as a non-captive we have top A+ rated fortune 100 companies with secure client portal where clients can access their accounts.
Looking for possible career change, contact us and see if it’s a good fit!
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★★★★★
I’m truly grateful for the exceptional insurance I received from the Jones Financial Strategies. Their expertise, dedication, and professionalism made a significant difference in my life.
Highly recommended.
Alice Smith
