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BUSINESS OWNER NEWS AND TRENDS

CONNECTING YOUR BUSINESS SUCCESs

WITH PERSONAL WEALTH

For three decades, Scott Jones has specialized in helping Business Owners grow, protect and preserve their most important asset—their business—while integrating it with a plan to achieve the Owner’s personal financial objectives.

As financial planners who work with business owners as well as families, our purpose is to help you simplify your life, plan your financial journey, and reach your destination—whether you want to accumulate wealth for a specific goal, ensure the continuation of your business, minimize taxes, plan for retirement, or create an employee and executive benefit program to attract and retain your best employees.

AN EMPHASIS ON

BUSINESS OWNER SOLUTIONS

Our integrated approach to Business Planning involves utilizing the business’s tax, legal and financial capabilities to efficiently fund the Owner’s long term strategies and goals—with a minimum impact on cash flow and the balance sheet.

DOES YOUR RIGHT HAND KNOW WHAT YOUR LEFT HAND IS DOING?
Business Owners face a myriad of choices and issues concerning their business and personal financial needs. Often, there has been significant planning completed for both areas, but it is rarely integrated effectively. At Scott Jones Financial, we help Owners integrate the pieces of their financial puzzle to achieve the optimum outcome based on their specific goals.

FIRST THINGS FIRST
Scott Jones Financial focuses the engagement on our client’s business first. We do this because most Owner’s business interests make up the majority of their personal net worth. The business is also where the majority of potential tax efficiencies reside. Yet, it is typically where the least amount of planning has been done to integrate the business with the Owner’s personal goals.

A DISCIPLINED

PLANNING BASED APPROACH

To help facilitate the effective integration of business and personal planning, we created the Business of Life Process™. It involves working closely with you and your other advisors to identify issues, review alternatives, recommend solutions, and manage implementation with meticulous attention. The process focuses on the three key areas of a Business Owner’s financial life— Business Planning, Personal Planning and Wealth Transfer.

CUSTOMIZED & INTEGRATED

PLANNING STRATEGIES

BUSINESS PLANNING

Our integrated approach to Business Planning involves utilizing the business’s tax, legal and financial capabilities to efficiently fund the Owner’s long-term strategies and goals with a minimum impact on cash flow and the balance sheet.

PERSONAL PLANNING

We integrate the Owner’s Personal Planning into the process by utilizing assets and cash flow to provide the desired lifestyle at a point in the future. Our comprehensive process encompasses Wealth Accumulation, Retirement Planning and Wealth Transfer.

A TEAM APPROACH

FOR OPTIMIZING RESULTS

Successful Business Owners understand that the complexities of running a business require integrated support from a coordinated team to achieve the best results. Yet, many Owners rarely benefit from having all of their financial and legal advisors in the same room, working off the same page, discussing the issues and solutions to help them achieve both business and personal financial goals.

That’s why Scott Jones Financial takes a proactive team approach to coordinating with your other advisors. We work as part of your advisory team to develop, implement and manage the various processes affecting your business and personal finances.

OUR PEOPLE

MAKE US WHO WE ARE

At Scott Jones Financial, you’ll find passionate people from a variety of financial disciplines working together to provide seamless, tax-efficient solutions for optimizing your business and personal financial affairs.

Scott M Jones

CFP®, CLU®, ChFC®

MANAGING PARTNER
Scott@SJonesfin.com

Jonathan Padgett

DIRECTOR OF ADVANCED PLANNING
Jonathan@SJonesfin.com

Krista Rockwell

DIRECTOR OF CLIENT SERVICES
Krista@SJonesfin.com

OUR BACK OFFICE

TEAM

As a Member Firm of ValMark Financial Group, we work closely with an experienced support team with credentials spanning multiple financial disciplines—from legal, accounting, tax and financial advisory expertise to life insurance and retirement planning. This team of over 120 professionals serves as our back-office support staff and includes:

PLANNING SPECIALISTS AND ADVANCED CASE ADVISORS, including a team of attorneys, accountants, MBAs, Certified Financial Planners, Chartered Life Underwriters, and Chartered Financial Consultants, many of whom are FINRA Registered Principals who provide independent assessment and analysis of recommended product sets.

AN UNDERWRITING ADVOCACY TEAM with several former insurance company underwriting vice presidents, directors and medical directors, a licensed physician, and a staff of case management, business processing and policy service specialists.

TOM LOVE, CLU®, FLMI

LIFE INSURANCE ANALYST

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ERIC JOHNSON

SENIOR UNDERWRITER

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CHRIS FINEFROCK, MBA, CFP®

FINANCIAL/RETIREMENT PLANNING SPECIALIST

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JAMIE HOCHMUTH

CASE MANAGER

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KEITH MILLER, MBA, CLU®, ChFC®

PLANNING SPECIALIST

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MICHAEL MICHLITSCH, MBA, CRPC®

VP OF IN FORCE INSURANCE SOLUTIONS

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Get In Touch

Scott Jones Financial
5950 Fairview Road, Suite 215
Charlotte, NC 28210
Phone: 704-817-7324
krista@sjonesfin.com

Securities offered through Valmark Securities, Inc., Member FINRA, SIPC. Advisory services offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor. 130 Springside Drive, Akron, OH 44333. (800) 765- 5201. Scott Jones Financial is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.

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