Megan Jones
Founder & President @Jones Advisory Group, Llc
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WORK HISTORY
Founder & President @Jones Advisory Group, Llc
If you speak with an insurance agent, no matter your problem, the only solutions in their licensed tool belt are life insurance or annuities. By representing a total wealth network specific to clients at and near retirement, we have an infinite range of solutions available to help cover your sophisticated financial needs at this stage of life. At Jones Advisory Group, we are not product salesmen, but rather financial planners, problem solvers and partners to our clients to help find and implement confident strategies for their retirement needs. Your interests are our interests and our advisors have elected to uphold, we will always put you and your family first.Below are a few of the frequent needs and concerns we help our clients address:Income PlanningReducing income taxesIRA/401(K) RolloversPreserve assets from healthcare crisisCost/Risk Analysis of market investmentsConservative growth opportunities for “lazy cash”Low fee investment optionsPreserving estate from taxes and probate feesOptimize Social SecurityHelp protect family from costly final expensesFinancial gifting & legacy planning
EDUCATION
Washburn University
MBA, Accounting
SKILLS
ABOUT MEGAN JONES
I know that by being an independent advisor, I can offer my clients exactly what they…
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