SERVICES

Services

Retirement Planning:

  • Federal Retirement Benefit Analysis

  • Retirement plan rollover/distribution management

  • Retirement modeling and projections

  • Comprehensive financial planning

​Investing:

  • Fee-based money management

  • Investment review

  • Asset allocation models

​Financial Planning:    

  • Tax planning strategies

  • Education planning strategies

​Insurance:

  • Screening and selection of life, health, disability, and long-term health care

  • Insurance needs modeling and projections

​Estate Planning:

  • Helping coordinate trusts, strategies, and insurance

  • Charitable contribution planning

​Business:

  • Retirement plan installation and education

  • Pension plan asset management

  • Employee benefits coordination

  • Buy-sell and other owner issues

Products
  • Stocks

  • Bonds (Gov't, Corporate, Municipal)

  • Mutual Funds

  • Certificate of Deposit

  • Annuities (Variable & Fixed)

  • Rollover IRAs

  • IRAs (Traditional & Roth)

  • Individual 401(k)

  • SEP-IRAs

  • SIMPLE Plans

  • Profit Sharing Plans

  • 401(k) Plans

  • 403(b) Plan

  • 529 College Saving Plans

  • Life Insurance

  • Health Insurance

  • Disability Insurance

  • Long-term Care Insurance

  • Structured Settlements

Need more details? Contact us

We are here to assist. Contact us by phone, email or via our Social Media channels.

COPYRIGHT 2008-2017.  JONES WEALTH MANAGEMENT GROUP.  ALL RIGHTS RESERVED.  MARTAVIUS D. JONES IS A REGISTERED REPRESENTATIVE OF AND OFFERS SECURITIES THROUGH KOVACK SECURITIES, INC., MEMBER FINRA, SIPC.  6451 N. FEDERAL HIGHWAY, STE. 1201, FT. LAUDERDALE, FL  33308.  TEL: (954) 782-4771. ADVISORY SERVICES OFFERED THROUGH KOVACK ADVISORS, INC.  JONES WEALTH MANAGEMENT GROUP IS NOT AFFILIATED WITH KOVACK SECURITIES, INC./KOVACK ADVISORS, INC.  MARTAVIUS D . JONES IS REGISTERED IN AL, AR, CA, CO, DC, FL, GA, IL, LA, MD, MO, MS, NC, NM, NY, OH, OK, SC, TN, TX, VA and WI.

 

Federal Seminars and ChFEBC℠, Inc. owns the symbol marks ChFEBC℠,Chartered Federal Employee Benefits Consultant℠ and ChFEBC℠, logo. in the U.S.,which it awards to individuals who successfully complete Federal Seminars and ChFEBC℠, Inc initial and ongoing certification requirements.

 

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