CLIENTS WE SERVE
As a federal goverment employee, your benefits and retirement options are unique. You should seek advice from financial advisors or financial planners that are familiar with federal government benefits and retirement. A Chartered Federal Employee Benefits Consultant(sm) is a financial professional that's familiar with CSRS, FERS, Thrift Savings Plan (TSP), FEGLI, FEHB, and other benefits offered to federal government employees.
After dedicating years of service to your employer, you've earned your retirement. We help pre-retirees and retirees develop retirement income plans for your 401(k) rollover, TSP rollover, 403(b) rollover, and other retirement plan rollovers. We also help clients develop income plans for non-retirement accounts such as CDs and savings accounts by helping them seek higher interest rates.
Self-employed persons and business owners have the dual role of employee and employer. As such, federal tax laws provide provisions for the self-employed to save for retirement and receive a tax deduction for doing so. We help clients establish retirement plans for the self-employed such as the Individual or Solo 401(k), SEP-IRA, in additionl to life insurance, health insurance, and disability insurance.
As a financial advisors for professional athletes, we help clients understand that earnng a high income doesn't automatically make you wealthy. Our wealth management practice for athletes focuses on educating clients and developing sound strategies to reduce taxes and build long-term wealth. We can help professional athletes manage their signing bonuses and provide strategies to help manage desired payments to parents an other relatives.
Investing an inheritance or investing court or lawsuits settlements entails more than just the financial considerations - it also involves mental and emotional considerations. Our wealth management and financial advice is dispensed with these cosiderations in mind. We develop income plans for investing court or lawsuit settlements with short- and long-term goals in mind. We believe that investing an inheritance should be an additional way to honor a loved one.
Whether saving for retirement, for a child's education, or for general wealth building purposes, we help clients by providing 401(k) reviews, TSP reviews, 403(b) reviews, and reviews of other types of retirement plans. We also help clients manage investment portfolios of stocks, bonds, mutual funds, Roth and Traditional IRAs, college savings plans, and life insurance.
Jones Wealth Management Group was launched in 2001 in Memphis, Tennessee, to provide investment, retirement, and estate planning advice in a manner that educates and helps clients build, manage and maintain wealth. As a Chartered Federal Employee Benefits Consultant, Martavius D. Jones is a financial advisor that focuses on federal government employees, but also serves individuals, families, small businesses and their owners, trusts, pension, and retirement plans. He holds a BBA degree in finance and began his career in financial services in 1990. Including employment postions while enrolled in college, he as worked in banking, accounting/taxes, insurance, and investments. He has been a financial advisor licensed in investments and insurance since 1994 and currently holds Series 7, 24, 63, 65, and 66 licenses. He previously served as a National Football League Players' Association (NFLPA) Registered Financial Advisor.
Martavius D. Jones
Chartered Federal Employee Benefits Consultant
Not certified by the Federal Government
At Jones Wealth Management Group, we pride ourselves in having an emphasis on educating our clients. We strive to take the "rocket science" out of managing your personal financial matters and provide you a better working kmowledge of what's available and how it can benefit you. Here are exampls of client situations where we assisted:
Clients seeking better rates on CDs and IRAs that what banks are paying
Recently retired and want to continue deferring taxes on 401(k), TSP, 403(b), pension, and profit sharing plan by assisting with an IRA rollover
Facilitated with estate planning issues such as will and trusts
Established Roth IRA as a future source of tax-free income in retirement
Established an Individual 401(k) for newly self-employed persons as a source of start-up capital for new business
Established a retirement plan for self-employed persons and independent contractors to save for retirement and reduce tax liability
Helped clients 65 and over select a Medicare Advantage or Part D Prescription Drug Plan
Established college savings plan for children and grandchildren
Obtained life insurance outside of employer
Developed an asset management plan for funds received from an inheritance
Developed an income plan for proceeds of an insurance/lawsuit settlement
Assisted with selection of health insurance under Affordable Care Act (Obamacare)
Rolling over 401k
Rule of 72 Explained
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