At Jones & Associates Premier Financial Solutions, we believe no two investors are alike. In order to help each client meet their financial goals, we use a personalized approach to investing. Our advice and recommendations are tailored to our clients’ investment goals, desired return objectives, risk tolerance, time horizon, and income needs. Our investment strategies are designed based on your investment goals.
Investment Solutions Include:
- Wealth and Asset Preservation
- Financial Planning
- Fee-Based Portfolio Management
- Risk Management
- Social Security Maximization
- Second Opinion of your current portfolio and overall plan
Second Opinion Process
We believe your investment strategy and overall retirement plans deserve a second look. At Jones & Associates Premier Financial Solutions we want to be known as the firm of the second opinion. Our second opinion service helps you determine if your current financial plan and investment strategy is right for the strategic investment challenges of today and tomorrow. Markets can be volatile. They may be doing well today … but what about tomorrow?
Are you prepared? Many traditional strategies that worked in the past may not meet future market challenges.
Our second opinion process brings together a team of experienced financial professionals to replace a potential incomplete plan with a customized retirement blueprint to help meet your retirement needs goals and objectives.