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SERVICES

Services

Retirement Planning:

  • Federal Retirement Benefit Analysis

  • Retirement plan rollover/distribution management

  • Retirement modeling and projections

  • Comprehensive financial planning

​Investing:

  • Fee-based money management

  • Investment review

  • Asset allocation models

​Financial Planning:    

  • Tax planning

  • Education planning

​Insurance:

  • Screening and selection of life, health, disability, and long-term health care

  • Insurance needs modeling and projections

​Estate Planning:

  • Helping coordinate trusts, strategies, and insurance

  • Charitable contribution planning

​Business:

  • Retirement plan installation and education

  • Pension plan asset management

  • Employee benefits coordination

  • Buy-sell and other owner issues

Products

  • Stocks

  • Bonds (Gov't, Corporate, Municipal)

  • Mutual Funds

  • Certificate of Deposit

  • Annuities (Variable & Fixed)

  • Rollover IRAs

  • IRAs (Traditional & Roth)

  • Individual 401(k)

  • SEP-IRAs

  • SIMPLE Plans

  • Profit Sharing Plans

  • 401(k) Plans

  • 403(b) Plan

  • 529 College Saving Plans

  • Life Insurance

  • Health Insurance

  • Disability Insurance

  • Long-term Care Insurance

  • Structured Settlements

Asset allocations and diversification cannot guarantee profit or insure against a loss. There is no guarantee that any investment strategy will be successful; all investing involves risk, including the possible loss of principal. This information does not constitute advice in the area of legal, or tax advice. It is your responsibility to seek guidance and advice of your own legal and tax counsel. 

Need more details? Contact us

We are here to assist. Contact us by phone, email or via our Social Media channels.

COPYRIGHT 2008-2024.  JONES WEALTH MANAGEMENT GROUP.  ALL RIGHTS RESERVED.  Securities offered through Cetera Advisors LLC, member  FINRA/SIPC, a broker/dealer.  Advisory services offered through Cetera Investment Advisers LLC, a Registered Investment
Adviser.  Cetera is under separate ownership from any other named entity.  

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For a comprehensive review of your personal situation, always consult with a tax or legal advisor.  Neither Cetera Advisors, LLC nor any of its representative may give legal or tax advice.

 

This site is published for residents of the United States only. Registered Representatives of Cetera Advisors LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisors LLC site at ceteraadvisors.com

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Links to Important Information and Form CRS can be found here: http://www.cetera.com/clients-cetera-advisors.

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Click the link for the Business Continuity Plan.

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Federal Seminars and ChFEBCâ„ , Inc. owns the symbol marks ChFEBCâ„ , Chartered Federal Employee Benefits Consultantâ„  and ChFEBCâ„ , logo. in the U.S., which it awards to individuals who successfully complete Federal Seminars and ChFEBCâ„ , Inc initial and ongoing certification requirements.

 

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