How we can help you
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.
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.
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.
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.
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.
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.
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.
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
7415 Nantucket Point Ln • Spring, TX 77389