Jones Wealth Management Group
901-312-9166 or 800-754-1218

SERVICES

Services
Retirement Planning:
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Federal Retirement Benefit Analysis
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Retirement plan rollover/distribution management
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Retirement modeling and projections
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Comprehensive financial planning
​Investing:
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Fee-based money management
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Investment review
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Asset allocation models
​Financial Planning:
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Tax planning strategies
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Education planning strategies
​Insurance:
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Screening and selection of life, health, disability, and long-term health care
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Insurance needs modeling and projections
​Estate Planning:
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Helping coordinate trusts, strategies, and insurance
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Charitable contribution planning
​Business:
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Retirement plan installation and education
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Pension plan asset management
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Employee benefits coordination
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Buy-sell and other owner issues

Products
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Stocks
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Bonds (Gov't, Corporate, Municipal)
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Mutual Funds
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Certificate of Deposit
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Annuities (Variable & Fixed)
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Rollover IRAs
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IRAs (Traditional & Roth)
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SEP-IRAs
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SIMPLE Plans
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Profit Sharing Plans
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401(k) Plans
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403(b) Plan
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529 College Saving Plans
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Life Insurance
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Health Insurance
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Disability Insurance
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Long-term Care Insurance
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Structured Settlements