Jeff Jones
Helping optimize assets and minimize taxes | Book a complimentary appointment below | CHARTERED RETIREMENT PLANNING COUNSELOR™
- Role
- Financial Advisor at Mcadam Financial
- Location
- Fort Wayne, IN, US
- LinkedIn followers
- 500 followers
About Jeff Jones
As a Charter Retirement Planning Counselor (CRPC™), I provide custom direction to…
Experience
Financial Advisor
Nov 2021 — Present · Fort Wayne, IN, US
Build customized, comprehensive financial plans to provide clarity around investment, retirement, tax, and estate planning.Analyze clients\'\"current snapshot\" to identify gaps in planning Propose and implement strategic solutions to help individuals and business owners retire sooner and have more moneyMeet with clients regularly to evaluate their financial plans and ensure they continue to remain ahead or on track for their financial goalsPartner with CPAs to offer more proactive and holistic planning to their clients
Education
Indiana University Bloomington
Bachelor of Science in Public Health (BSPH)
Indiana University-Purdue University at Indianapolis
Master of Health Administration (MHA)
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