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Our Process

How We Work

Through diversification, reduced overlap, and market correlation, combined with the efficient use of alternative investments, we create personalized investment strategies to help meet investment goals.

We help position our clients to grow, conserve, and build their wealth by delivering an unprecedented level of personalized service.

  • Personalized financial strategies and solutions to meet your retirement and non-retirement investments goals.
  • Utilizing alternative investments to enhance diversification and the overall performance of your portfolio
  • Efficient roll-over strategies at critical and stressful transition points of life such as retirement, employment-termination, or the loss of a spouse
  • Facilitation of 1031 Exchanges
  • Helping plan for retirement income cash flow and expense projections

In an age of specialization, we have developed an extensive network of professional referrals to help our clients with many of the decisions life throws at us. This network includes:

  • Legal and Estate Planners
  • Certified Public Accountants
  • In-home Care Agencies
  • Mortgage Professionals
  • Travel Professionals.

Collectively, they have the knowledge and experience to help provide comprehensive and customized financial solutions for unique business or personal life needs.

A Patient Coach

"I'll act as your financial Coach, creating strategies and solutions that are tailored to you, in language and concepts you'll understand."

Jeff has crafted a practice that leverages technology and his passion toward the goal to serve as your trusted advisor. The practices of the firm are driven by core values formulated throughout his years of leadership experience in non-profit organizations; serving in multiple countries and numerous cultures. Jeff Jones, Inc. is a place where clients not only feel heard; they also are empowered to understand their choices and decisions!




Disciplined Approach

"Cross cultural communication has taught me that it is what is heard and understood that is important, not only what is said"

Relationships always come first at Jeff Jones, Inc. When we first meet a potential client, we talk about family, work, hopes, and dreams because they influence financial choices and options we might consider. For example, health issues, aging parents, death of a loved one all have an impact on investment strategies and solutions. With a wealth of experience in finance and communication, Jeff helps clients understand their investment choices and how various choices may interact with each other. In helping clients become better investors, a healthier client/advisor relationship may be developed and nurtured.


Unlike other practices which may only focus in the fee-based arena or are solely based on individual transactions, we use a blend of both, depending on the needs of his clients. "As I approach the identification of solutions to my client's needs, I have simply discovered that it is not as simple as an either/or solution." Some products and services function only in the fee-based environment, other products do not work within that structure. Strategies and solutions can only be identified in balance with a client's risk tolerance, investment horizon, and suitability to their personal financial situation. As SOP for our practice, we will aggregate all the assets we manage to establish a client's fee-based structure, not just the assets in the fee-based program.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.