Investment Services

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 each client’s investment goals, return objectives, risk tolerance, time horizon, and income needs.

Investment Solutions Include:

  • Wealth and Asset Preservation
  • Financial Planning
  • Fee-Based Portfolio Management
  • Risk Management
  • Social Security Maximization
  • Second Opinion of current plan

Second Opinion Process

We believe your investment strategy and overall retirement plan deserve a second look. At Jones & Associates, we want to be known as the firm of the second opinion. Our second opinion service helps you determine if your existing financial plan and investment strategy are optimized for current and future challenges. Markets can be volatile, and many traditional strategies that worked in the past may not hold up against future market conditions.

Our second opinion process brings together a team of experienced financial professionals to replace a potentially incomplete plan with a customized financial blueprint to help meet your retirement needs, goals and objectives.