PRODUCTS & SERVICES
At JONES FINANCIAL DESIGN, we provide assistance in the following areas:
SERVICES
- Asset Allocation
- Social Security Planning
- Annual /Semi-Annual Review Meetings
- Need / Risk & Financial Analysis
- Ombudsmen – Service / Senior Living
INVESTMENTS
- Traditional IRA
- Roth IRA
- Simple IRA
- SEP IRA
- Guaranteed - Life Time Income Accounts
- Accessible - Tax Deferred Accounts
INSURANCE
- Individual & Group Life Insurance
- Long-Term Care Insurance
- Individual & Group Disability Income
- Individual, Senior, & Group Health Insurance
FINANCIAL PLANNING
- Estate Conservation Plans
- Retirement Plans
- College Funding Plans
- Charitable Giving Plans
- Supplemental Income for Retirement Plans
BUSINESS PLANNING
- Executive Benefits
- Key Person Protection
- Buy-Sell Funding
- Qualified Plan Funding
- Deferred Compensation
- Pension plans
- Voluntary Payroll Deduction Program