Our Financial & Life Planning services
At Chuck Jones & Associates, Inc., we offer a variety of financial planning services, including:
- Financial Planning
- Retirement and Life Planning
- Investment Planning
- Estate Planning and Wealth Transfer
- Tax Planning and Reduction Strategies
- Education Planning
- Risk Management
- Charitable Gifting Strategies
- Legacy planning — help future generations follow your values
- Automobile and RV Purchases
- Home/Condo/Timeshare Purchase, Sale or Refinance
- Business Planning and Practice Development
- Life, Long-Term Care, Property and Casualty and Disability Risk Management (perform a review of all your insurance)
- Negotiating the Purchase or Sale of a Property or Business
- Employee Retention Programs
- Referral to top business experts for additional specialized needs (Attorneys, CPA’s, Insurance Specialists, Business Brokers, etc.)
- Business Marketing plan review and development
Call for an appointment today, or use my Online Contact Form to schedule a free 1 hour consultation to discuss your financial planning needs. All contacts are 100% confidential.
