Financial Planning

At Charles D. Jones Capital Management, we provide highly personal fee-only financial planning services. Based on your unique needs, fears, and aspirations, our financial planning process involves much more than dollars and cents. Once we understand your beliefs in each of these areas, we'll work with you to create a comprehensive plan that includes retirement planning, estate planning, cash flow advice, college funding, charitable giving, life insurance, long-term care insurance—whatever you need to achieve your high expectations.

Throughout the process, we encourage you to ask questions—even those that may be difficult for us to answer. As a result, we believe we'll be able to deliver a sensible, fluid, and customized strategy on which to build your life-long financial plan.

Investment Management

At Charles D. Jones Capital Management, our investment management team performs continuous research developing and structuring our investment programs and recommendations. Because your investments are customized based on your own goals and ideals, each approach is continually modified as your needs and the financial markets change. However, we firmly believe that long-term planning and a consistent approach to investing drives maximum results. We encourage you to work with us to define an appropriate strategy, commit to that strategy, and make changes only when absolutely necessary.