Herstle Jones, LUTCF, CLTC
President & Founder
With over 20 years of experience in the financial services/insurance industry, Herstle Jones is the President and Founder of Jones & Associates Premier Financial Solutions, a west-coast based investment advisory firm as well as Jones & Associates Premier Insurance Solutions. Herstle and his team of partners specialize in retirement and investment planning, insurance coverage, and Tax and legal solutions for clients.
Both companies are independent and privately owned, offering their clients both investment and insurance strategies to help them develop a financial blueprint for retirement that is as comprehensive as possible.
By using an open and transparent advisory process to develop creative solutions, Herstle helps his clients achieve financial independence. A cornerstone of Herstle’s practice is to design income plans that help his clients avoid paying unnecessary taxes on their Social Security benefits, income, and estate. Herstle’s mission is to give his clients the peace of mind that comes from knowing someone they trust is overseeing and coordinating their financial affairs in the most tax-efficient manner possible so they will not outlive their income.
Retirement planning in today’s environment is complex and multi-faceted, which is why Herstle’s firms utilize a team of professionals to help ensure its clients’ needs are addressed with the most holistic, purposeful and innovative strategies possible. Herstle’s team consists of estate planning attorneys, accountants, investment advisors and insurance specialists.
Mr. Jones is the author of “The New World of Retirement” and holds an active insurance license, his Series 65 and is credentialed in the areas of Life insurance and Long-Term Care. Mr. Jones also hosts the popular Sunday morning radio program, Jones Financial Talk, airing on KMED in Oregon.
Herstle is a member of the National Ethics Association, the Oregon Better Business Bureau, The Financial Planning Association and the National Association of Financial and Insurance Advisors. Additionally, he is a licensed insurance agent representing numerous carriers. Herstle and his wife, Kelly, live in Jacksonville, OR, with their two children, Kiana and Holden. With one of the most successful practices in Southern Oregon, Herstle is well-known and in high demand for his honesty, integrity, and service to both his profession and clients.