Products & Services

At JONES FINANCIAL DESIGN, we provide assistance in the following areas:

Services

  • Asset Allocation
  • Social Security Planning
  • Annual /Semi-Annual Review Meetings
  • Need / Risk & Financial Analysis
  • Ombudsmen Service / Senior Living

Investments

  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • SEP IRA
  • Guaranteed - Life Time Income Accounts
  • Accessible - Tax Deferred Accounts

Insurance

  • Individual & Group Life Insurance
  • Long-Term Care Insurance
  • Individual & Group Disability Income
  • Individual, Senior, & Group Health Insurance

Financial Planning

  • Estate Conservation Plans
  • Retirement Plans
  • College Funding Plans
  • Charitable Giving Plans
  • Supplemental Income for Retirement Plans

Business Planning

  • Executive Benefits
  • Key Person Protection
  • Buy-Sell Funding
  • Qualified Plan Funding
  • Deferred Compensation
  • Pension plans
  • Voluntary Payroll Deduction Program