Wealth Management
OUR SERVICES
Wealth management
Our wealth management services are designed to provide personalized, comprehensive financial planning and investment management services to help our clients achieve their long-term financial goals.
Our wealth management process begins with a thorough assessment of our clients’ financial situation and objectives. We work closely with our clients to understand their unique needs and priorities, and to develop a customized financial plan that takes into account their current financial position, future goals, and risk tolerance.
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No matter your plans for the future, Jones Consulting Financials is here to help you get your finances in order. Whether you’re in need of insurance plans or retirement planning services, our team is here to make sure you’re financially prepared for what the future has in store. Contact us in Ludowici, Georgia to discuss your finances and request a free quote!
Retirement Planning
Retirement planning is a key aspect of wealth management, as it helps individuals to prepare for the financial challenges and opportunities of retirement. At Jones Consulting Financial, we offer a range of retirement planning services to help our clients achieve their retirement goals.
Qualified and Non-qualified Plans
Qualified and non-qualified retirement plans can be important tools for helping individuals to save for retirement and achieve their long-term financial goals.
Annuities
Annuities are financial products that provide a guaranteed stream of income, typically in retirement. They can be an important tool in wealth management, as they can help individuals to secure a steady source of income and manage the risk of outliving their savings.
What is an annuity?
It is an investment vehicle that can provide a guaranteed income for an individual or their spouse throughout their retirement. An additional mode for planning for your retirement along with your Roth IRA or 401K. An annuity is a financial tool that generates assured income for a person or their spouse during the duration of their retirement.
Why would it benefit me to have an annuity?
They provide the possibility of promised income that can be available to you throughout the duration of your retirement. The option for the continuation of payments to your loved ones after you have passed away. Begin receiving income immediately.
IUL: Build tax free wealth with an IUL (Index Universal Life Insurance)
What is an IUL?
A Index Universal Life Insurance (IUL) is a permanent product that offers a death benefit coupled with a cash value that last your entire life.
What are the benefits of an IUL?
There is no contribution limit to an IUL unlike a 401k or Roth IRA, it is funded by non – taxable income unlike a 401K, and it won’t expire like a termpolicy. When used for the purpose of retirement it can lower the possibility of investment losses while providing the possibility of growth accumulating over time.