2205 W 136TH AVE STE 106-142, 80023 Broomfield
Jones Strategic Financial Planning LLC
Jones Strategic Financial Planning LLC
-
1779 Redwing Lane80020 BroomfieldColorado
- (303) 819-2021
- (303) 790-0317
Keywords
accounting & accounting services
broomfield
certified financial planner
cfp
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advisory
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financial management
financial planners
funds
investment advisors
investment management
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mutual funds
portfolio management
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retirement
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stocks
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Description of Jones Strategic Financial Planning LLC
Jones Strategic Financial Planning, LLC is a financial planning firm and Registered Investment Adviser located in Broomfield, Colorado. We will answer your most pressing questions and provide the advice you need to make smart money decisions. If you have financial concerns that merge into other areas of your life, causing you to feel discomfort and insecurity about whether you're on the right road to success you are not alone. Perhaps you feel quite certain that you're headed in the right direction, but just have specific questions now and then. Whether you need a second opinion, a financial check-up, or a comprehensive financial plan, we can help. We want you to have a relationship with money that matches your life's purpose and we can give you the tools for using money to support your goals and values. Much like seeking expertise and services from an attorney or tax professional - or even your dentist or family physician - clients seek out and schedule our financial planning expertise when they need it. Our brand of fee-only financial planning and advice can help the majority of the population, and that of course is Middle America, to reach their most important life goals. Now, anyone who desires professional financial planning and advice, and can afford to pay a reasonable hourly fee, has access to just as little or as much service as needed. As trusted consultants, we serve our clients by providing: Second opinions on investments One-time financial check-ups Complete financial plans Topic specific advice Asset allocation recommendations Life insurance review Spending plan (budgeting) design College funding options Retirement projections Educational workshops, seminars and presentationsRemember - money can be used as a tool to enhance your dreams and your life's purpose. Minimize your money related stress and get started today! We offer a complimentary, no-obligation Get Acquainted appointment, which can be conducted over the phone or in person. Call us at 303.819.2021 or email: info@jonesstrategicfinancial.com.
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