This page contains:
Locations: 2
Coupons
Locations:
Jones Advisory Group
Helping You Protect, Grow, and Transfer Your Assets
Jones Advisory Group is a Registered Investment Advisory Firm with offices located in Topeka and Overland Park, serving most of Eastern Kansas. Our group focuses on income, tax and IRA planning for pre-retirees and retirees. Our unique approach to planning provides our clients with income and tax savings solutions for retirement. Outliving your money is a real concern that must be addressed. As life expectancy continues to increase, income, tax and risk management become central to a properly structured financial plan.
We provide a customized strategy that takes into account your current financial situation and aligns it with your financial goals and objectives. Your strategy will clearly depict where you are financially today and where you will be in the future. Whether your goal is to reduce taxes, to create a legacy or to maximize your income, Jones Advisory Group will develop a customized strategy to meet your needs.
TAX PLANNING
We specialize in reducing your taxes through our income planning strategies, and in certain circumstances, increasing your income at the same time. Asset location is as important as asset allocation. Strategically allocating your accounts and utilizing the benefits of laddering accounts can often dramatically reduce your current tax liability.
Visit Our Website
Tell a Friend
PrintESTATE PLANNING
Throughout life, your focus has always been to take care of your family. Why should that stop once you are gone? That's why estate planning is critical.
The various goals of estate planning include making sure the greatest amount of the estate passes to the estate owner's intended beneficiaries, often including paying the least amount of taxes and avoiding or minimizing probate court involvement.
Meet Megan Jones
Megan L. Jones is President of Jones Advisory Group.
“I know that by being an independent adviser, I can offer my clients exactly what they need: personal attention. Clients have unique goals, dreams, aspirations, and plans. We maintain our independence today so that we can customize a plan based upon each individual’s goals and dreams. We manage money, offer safe money solutions and are, most of all, dedicated to doing all we can for our clients.”
Jones Advisory Group Money Matters
IRA PLANNING
Protect your principal, protect your growth and protect your income. We can work with you to answer the following questions based on your specific financial situation.
Frequently Ask Questions
~ RMD Calculations: When and how much do you have to take?
~ When is it advantageous to convert to a Roth IRA?
~ Partial Roth IRA Conversion – does it make sense for me?
~ How do you pass the value of an IRA Tax Free?
~ How do you avoid the severe penalty imposed on IRAs?
~ Who should be the beneficiary of my IRA?
~ Why are beneficiary designation forms so important?
~ How do you rollover your IRA-401K-403b-TSA without tax consequences?
~ What are the IRA minefields and how do I avoid them?
~ The Stretch IRA concept - How do I keep Uncle Sam from inheriting up to 70% of my IRA?
What Sets Us Apart: Personal Support and Attention
At Jones Advisory Group we know that our clients are the reason we stay in business and as such, we work hard to earn their trust and gain their support. Our staff is dedicated to a degree of customer support higher than most other financial groups.
We are available to answer your questions and serve as liaison between you and the companies that mange your accounts. We welcome your calls and strive to get you the information needed in a timely fashion.
Jones Advisory Group: Helping You Protect, Grow, and Transfer Your Assets
FREE No Obligation Consultation at Jones Advisory Group
Present this coupon and receive a FREE no obligation consultation at Jones Advisory Group.
Must Present Coupon To Receive Offer
One Coupon Per Customer
Call 1-877-374-4524 to set an appointment
Expires: 04/30/2010