Services
How we can help you
icon Retirement Planning

Retirement Planning

Offering our clients the best in retirement planning solutions, Guy P. Jones offers customized products and services to ensure you never outlive your retirement income and that are safe from market volatility and taxes.
icon Estate Planning

Estate Planning

Reviewing your will and trusts to help preserve your estate, Guy P. Jones and Associates work to reduce your exposure to estate taxes and probate costs. We coordinate with your tax and legal advisers to formulate a comprehensive plan that meets your family’s needs.
icon IRA Rollovers

IRA Rollovers

Helping clients move their funds into safe retirement accounts, Guy P. Jones knows how to maximize client funds while minimizing unnecessary fees and taxes. Make the most of your retirement by scheduling a free financial consultation and assessment.
icon Risk Management

Risk Management

Guy P. Jones and Associates can review your existing insurance policies to streamline and recommend policy changes. We help our clients find the best insurance policies to fit their family’s needs and provide a retirement income they can never outlive.
icon Institutional Retirement Programs

Institutional Retirement Programs

Don’t know how to maximize your work retirement program? Let Guy P. Jones show you how to take your 401K or 403B and secure a safe, tax-free retirement.
icon Education Funding

Education Funding

With college tuition constantly on the rise, even new parents are searching for ways to fund their children’s college education. Guy P. Jones and Associates can recommend investment and accumulation strategies to help you pay for your children’s education.
icon Investment Funding

Investment Funding

Determining clients’ asset allocation needs, Guy P. Jones and Associates assist clients in understanding their risk tolerance. We advise clients regarding which investment vehicles will help them meet and even exceed their goals.
icon Employee Executive Benefits

Employee & Executive Benefits

Benefits packages help businesses attract and maintain reliable and qualified employees. Let us help you find a plan that suits your business best and saves you money along the way.

Guy P. Jones is dedicated to helping his clients and their families succeed in planning their perfect retirement. He specializes in helping you get the most of your money with safety, growth, and control.

Guy P. Jones and Associates • (832) 677-1692 
21 Stone Creek Place • The Woodlands, TX 77382

bbb