STAY ON TOP OF THE LATEST
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.
Our Specialties
WE OFFER A BROAD RANGE OF BUSINESS & PERSONAL WEALTH PLANNING SERVICES
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.
PHYSICIAN PLANNING
If you are entering the end of your training or are a few years into practice, we would love to create and help you implement a customized Physician’s Financial Playbook to address the unique issues and challenges ahead.
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.
Dorothy Barbee
Dorothy@SJonesfin.com
Jennifer Desberg
Jen@SJonesfin.com
ONE SIMPLE RULE
GUIDES ALL WE DO
The Golden Rule Marble, encircled with a band bearing the inscription – “Do unto others as you would have them do unto you” (Matthew 7:12) – was created by Jesse Shwayder in 1910 as a timeless symbol for living, upon which he founded the Samsonite Corporation.
Fifty years ago, the founder of our partner firm, Valmark Financial Group, was given the Golden Rule Marble which became an enduring touchstone guiding the firm toward the highest ethical standards in all of its dealings.
When Scott Jones Financial joined the Valmark family of firms, the Golden Rule Marble was presented to us as a guiding principle in all of our practices:
- Serving as an industry model for relationships built on trust and mutual respect
- Addressing the financial needs of our clients with innovative, collaborative solutions
- Safeguarding clients’ best interests at all times
Watch this short video to learn how we “Bring the Golden Rule to Life”…in the lives of our clients and in all that we do.
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.
Tyler Denholm, CFA®, CMT
Vice President, Investment Management & Research
CHRIS FINEFROCK, MBA, CFP®
Financial/Retirement Planning Specialist
MICHAEL AMOIA, JD, LLM (TAX), CLU®, ChFC®
Vice President – Advanced Markets
MICHAEL MICHLITSCH, MBA, CRPC®
Vice President, Inforce Insurance Solutions
ERIC JOHNSON
Vice President, Underwriter
Nicole Rigsby-Cheek, QKA, CPFA
Director Retirement Planning
Get In Touch
Scott Jones Financial
5950 Fairview Road, Suite 402
Charlotte, NC 28210
Phone: 704-817-7324
service@sjonesfin.com
Customer Relationship Summary (CRS)