OUR PLANNING PROCESS
While you may see your destination, the steps for getting there are often less obvious. At Scott Jones Financial, we believe that successfully reaching your goals requires knowledgeable advice and a customized plan that manages not only the opportunities, but also the risks that you may encounter.
To help facilitate the effective integration of business and personal planning, we use our flagship Business of Life™ planning process, as well as numerous tactical processes.
Together, these approaches provide an integrated and comprehensive suite of financial, estate, and tax planning, as well as investment and insurance advisory services designed to help you maximize your financial potential during your lifetime and through an ongoing legacy you can leave behind.
OUR PEOPLE MAKE US WHO WE ARE
Our team is made up of skilled and experienced professionals from a variety of financial disciplines working together to provide seamless, tax-efficient solutions for optimizing your business and personal financial affairs. We have team members onsite at our main office in Charlotte, NC, as well as an external support network of specialists in business, tax, financial and insurance planning
KEY BACK-OFFICE TEAM MEMBERS
VALMARK: OUR STRATEGIC PARTNER
Scott Jones Financial maintains independent relationships with some of the industry’s top echelon of global financial resources. By combining these resources with our high level of personal service and expertise, we offer the best of both worlds – institutional quality and selection with concierge-level service and advocacy.
We are a Member Firm of Valmark Financial Group, a 56-year-old, invitation-only group of independent wealth and insurance advisory firms. Valmark employs over 100 professionals who provide a concierge level of support to each Member Firm. This enables us to leverage the knowledge and experience of these professionals to help us deliver innovative thinking and recommendations when helping our clients strategically plan for their futures.
As a collective group, Valmark Member Firms have over $43 billion of life insurance in force and an estimated $12 billion of assets under management. This combined buying power gives us access to some of the nation’s top companies, products, and services, enabling us to advocate on behalf of our clients while maintaining independence.
Valmark Securities, Inc., our broker dealer, is a member of FINRA and SIPC, and is licensed in all 50 states for securities and insurance. The company has 115 independently-owned Member Firms throughout the United States. Its affiliate, Valmark Advisers, Inc., is a Registered Investment Advisor with the SEC. www.valmarkfg.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.