Our Services

Jones Investment Group is a retirement and financial advisor practice. Based on many years in the industry, we recognize we are deeply committed to ensuring our clients' specific road to financial independence remains clear and on track regardless of the changing seasons or road conditions.

We could list here all the pieces that make up any financial puzzle, essentially all the things we do, but we'd like to give you a different perspective. At Jones Investment Group we have come to realize that we can provide over 85 different things during the Lifecycle of a relationship we have with any one client.

They can be as fundamental as the Thanksgiving card you receive from us every year, planning for Social Security's "When & How", debt and tax issues, or as significant and monumental as selling a business, what to do when a spouse passes or making sure that a legacy transition happens as planned and desired.

There are so many pieces to each puzzle and mnay of those pieces are not relevant at any one moment in the lives of our clients. Over the years we have come to realize, without fail, that as our clients' lives unfold and their needs evolve, those pieces eventually become significant. And at Jones Investment Group, we will be ready.

What is not important is knowing what all those pieces are right now. They are scattered about the box like jigsaw puzzle pieces waiting for their turn to be put in place.

What is important is the trust you put in us at Jones Investment Group. Our goal is to know when and how to pt each of those pieces in place, creating a personalized picture of your financial life - your puzzle.

The pieces of your puzzle are all found and accounted for in our proprietary process, the 3P FORMula. You can count on our process and our experience to construct your financial picture.