Jones Financial Consulting, LLC

Jones Financial Consulting, LLC offers comprehensive financial planning, limited-scope planning, and ongoing asset management services to individuals, families, and trusts. Jones Financial Consulting is an independent fee-only firm based in Wisconsin. The firm helps clients navigate retirement planning, tax strategies, estate planning, education funding, insurance needs, and investment management. To begin, Jones Financial Consulting gathers your financial history and goals, assesses your risk tolerance, and uses financial planning software to build a customized plan. For clients who want ongoing portfolio management, Jones Financial Consulting creates a personalized asset allocation strategy and manages investments on a discretionary basis, primarily using low-cost mutual funds and exchange-traded funds. Jones Financial Consulting requires clients to engage them for comprehensive financial planning before utilizing their asset management services.