|
Please feel free to explore this site to gain better understanding
of our firm and how we help our clients plan for and meet their
financial goals.
Don`t trust just anyone with your financial security. Bennie R.
Jones & Associates has been in business for over 40 years and has
served its clients successfully by
adhering to the highest professional ethics and dedicated service.
We are fully qualified to handle all your insurance and financial
service needs. Our qualifications and
accomplishments include:
Bennie R. Jones & Associates offer a complete line of insurance and
financial services for individuals as well as large and small
businesses.
* Life Insurance
* Estate Planning Services
* Tax Deferred Annuities
* Pensions, IRAs, Retirement Planning
* Individual Medical Insurance, Medicare Supplements
* Group Life, Medical, Dental and Disability Income
* Long Term Care Insurance
* Disability Income Insurance
* Business Continuity Planning
Bennie R. Jones & Associates, Inc.
414 Lone Star Drive Suite B
Abilene, Texas 79602
Tel: (325) 673-7329
Fax: (325) 673-1552
Email: belinda@brjclu.com
Our firm has the resources, experience, and depth of knowledge to
offer the following services to both individuals and businesses. We
can deliver the services you need in a
professional, fast, and cost-efficient manner.
Financial Planning
After performing a complete and detailed review of every aspect of
your financial and family situation we will determine your financial
strengths and weaknesses, make
recommendations and prepare a detailed, written financial plan for
you and your family. You will enjoy a feeling of control and
confidence after finishing this process.
Investment advisory services offered through Jon Bos Financial
Advisor. Jon Bos Financial Advisor is licensed to offer investment
advisory services in the states of TX and
SD. This is not an offer to provide investment services in any other
state or jurisdiction.
Jon Bos, Financial Advisor is a full service investment and
financial planning firm. The firm specializes in retirement
planning, business consulting, investments, estates and
trusts and personal financial planning. Of course, in addition to
the firm?s specialty areas, Jon Bos also provides tax return
preparation.
The firm is a leader in financial planning in the Abilene area and
offers a rare combination of expertise covering all of the
cornerstones of sound financial planning.
We offer a free no obligation consultation which goes beyond a
simple showcase of our services. We will ask for the following items
and analyze them prior to your free
consultation.
Investing is important. It can allow us to take care of our
families. It can help us secure a comfortable retirement. It can
even provide for our children to go to their college of
choice. But investing is not the only thing we need to focus our
attention on. Some people focus on choosing the best investments,
but have no other planning strategies.
We must look at the big picture.
It is better to have decent investments and good planning than to
have the best investments and no planning. Listed below are the most
overlooked planning items.
401 Pine St., Ste. 203
Abilene, TX 79601
325-677-8288
Email: Jon@JonBos.com
Texas : Financial Advisor in Abilene :
Financial Advisor in Wichita Falls :
Financial Advisor in Houston :
Financial Advisor in Kerrville :
Financial Advisor in San Antonio
|
