Jones Strategic Financial Planning Broomfield, CO
CFP Brownsfield, CO

Our Services

Individual Clients, Individual Goals – One Outcome: Success.

Jones Strategic Financial Planning, LLC is a financial planning firm and Registered Investment Adviser located in Broomfield, Colorado. Serving the greater Denver area, we conduct client meetings in Broomfield and downtown Denver. We are pleased to provide assistance for individuals and families through their vast range of financial interests and concerns, and are certain we can help you, too.

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What You Need
When You Want It
Bottom Line
Fee Only Financial Advice Tailored to Your Needs Save With A Solid Financial Plan
Smart Money Decisions…

Your finances merge with other aspects of your life; we are interested in your concerns, your situation, and in developing your specific financial plan. Whether you require something comprehensive or minimal, we want to ensure you are equipped to make Smart Money Decisions.

Respect for You…

We believe you know when to visit your attorney, tax professional, or even family physician - and we are confident you will schedule financial planning expertise when the time is right. You let us know. You are in control. And, on an hourly or project rate we proceed with as much or little as you need.

What will it cost?

Your first, no-obligation meeting is complimentary. Our services range from 1-3 topic consultations for $540 to a complete financial plan addressing more complex issues for $2700 +. Most of our engagements cost below $2000, save our clients much, much more, and develop solutions that bring them peace of mind.

Our Expertise

Likely Client Interests:

» Second opinions on investments
» One-time financial check-ups
» Complete financial plans
» Topic specific counsel
» Asset allocation advice
» Life insurance review
» Spending plan/budgeting design
» College funding options
» Retirement projections
» Educational workshops, seminars and presentations

Jones Strategic Financial Planning Delivers Valuable Financial Advice To Clients

Let’s Get Started! For your complimentary, get-acquainted appointment call 303.819.2021, or fill in our easy contact form.

Phone 303-819-2021

Fax 303-790-0317

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