Your best source for IRA and retirement plan re-allocation and rollover services.
Established in 1994, over 15 years of assiting clients in the area of retirement and IRA planning. John design's "Income Plans" for post-retirement employees as well as advise on the most tax effecient way(s) to 'Roll Over" funds from previous employer plans to either an IRA or a new employer plan.
These can be difficult times. You may have just experienced a company lay-off, maybe your'e employer has discontinued 401k contributions. Maybe yor 401(k) is in the tank... Either way, you have many decisions to make. What should I do with my retirement account? And what direction should I move my life towards? We accept the challange of working with you in order to help you set your direction.
John A Jones, specializes in "Roll Over" strategies. He believes in keeping taxes low, expenses at a minimum. There are many opportunities for account transfer. We know this and respect your choices. But before you make those decisions, wouldn't it be prudent to get a second opinion.... John would like to be your second opinion.
For an evaluation of your needs, Click Here
Your Specialist, John A Jones CEO
Securities offered through Grant Williams LP, member FINRA and SIPC
J. Anthony Group
Planning & Advice
The key to successful planning is to determine the goal. Then decide on a time frame to get there. Always consider your tolerance for risks, and market valuations. Armed with these factors, you'll be prepared to accomplish your goal with high results and minimal stress.
