PRODUCTS & SERVICES

At JONES FINANCIAL DESIGN, we provide assistance in the following areas:

• Asset Allocation
• Social Security Planning
• Annual /Semi-Annual Review Meetings
• Need / Risk & Financial Analysis
• Ombudsmen – Service / Senior Living

• Traditional IRA
• Roth IRA
• Simple IRA
• SEP IRA
• Guaranteed - Life Time Income Accounts
• Accessible - Tax Deferred Accounts

• Individual & Group Life Insurance
• Long-Term Care Insurance
• Individual & Group Disability Income
• Individual, Senior, & Group Health Insurance

• Estate Conservation Plans
• Retirement Plans
• College Funding Plans
• Charitable Giving Plans
• Supplemental Income for Retirement Plans

• Executive Benefits
• Key Person Protection
• Buy-Sell Funding
• Qualified Plan Funding
• Deferred Compensation
• Pension plans
• Voluntary Payroll Deduction Program