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Do you have a clear picture of what you want to achieve financially?

Do you have a financial plan?

Have you covered all the bases:
  • your future?
  • your family?
  • your business?
  • your legacy?

Retirement Planning

Create a realistic strategy for funding your retirement that balances current financial needs with expected retirement needs.

Retirement Planning

Financial Planners for Dentists

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    Jones Associates On Tax Proposal Upends Year-End Tax Planning

If you have questions or concerns about your financial future, we can help.

At Jones Associates, our mission is to help our clients define and achieve their goals. We'll work closely with you to clearly identify your financial goals. We'll look at where you are currently and where you'd like to be.

Then we'll put the whole picture into perspective, looking at the relationships between your personal needs, your family needs, and your business needs. Our goal is to provide clarity so you can see what needs to be done and how to accomplish your goals in the most profitable way possible. We explore various financial planning strategies and make recommendations based on our research and experience.

Through the more than 40 years we've been in business, we've built strong, lasting relationships with our clients by providing superior service and the advice and products to help them meet their financial goals.



Market DataBank: 2Q 2017

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