I’ve been fortunate enough during my career to help people to become financially successful from all walks of life. For example, a couple approached me who decided to get married and had a blended family. Their biggest challenge was as they were approaching retirement, figuring out how to create income that would last a lifetime and deciphering complex financial terms into plain English that they could understand and how financial products work. Once I put their plan together and they reviewed it their stress level decreased immediately, and their piece of mind began to improve. Having a clear written pathway to success on paper is the first step to peace of mind.

My name is Scott Jones, I have been a financial advisor for 20 years, helping individuals, families and business owners create a financial plan to help them reach their unique financial goals. I maintain Series 7, Series 66 and Life & Health licenses. I have studied and maintain the Behavioral Financial Advisor (BFA™), Chartered Retirement Planning Counselor (CRPC^®), and Registered Financial Consultant (RFC^®) designations.    

During our consultation, we will first, get to know one another to see if we are a good match in personality.  I’ll explain how I help my clients and the difference service levels that we offer.  We’ll spend most of our time focusing on you and your goals.  We’ll identify what your priorities are and what roadblocks you have in the past and may run into in the future that would prevent you from reaching your goals.  Ultimately, we’ll decide together the best way to help you reach your financial goals.

 Call me today at (856) 283-3959 or fill out this brief Request for Consultation Form and I will follow up with you to schedule your complimentary consultation.