Services

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

KW Jones Wealth Management incorporates all of the following into your financial plan:

• Pension Lump Sum vs. Lifetime Annuity Calculations
  
• Social Security Maximization Strategies
  
• Charitable Planning and Donor Advised Funds
  
• Business Retirement Plans including 401(k) and Defined Benefit Strategies
• Investment Consultations
• Portfolio Management
  
• Detailed Performance Reporting
• Retirement Planning
  
• Roth IRA Conversions
  
• Real Estate
  
• Private Investments and Limited Partnerships
  
• Stock Options
  
• Life and Long Term Care Insurance
  
• Estate Planning
• Education Planning
• Major Purchase Planning
• Cash Flow Projections
• Cash Optimization
• Collateralized Lines of Credit
• Asset Alllocation
• ...And More!