Broker Check

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