KNOWN FOR OUR EXPERTISE.
CHOSEN FOR OUR CARE.

LEARN MORE

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.

Scott Jones Financial is independently-owned, and not tied to any one company, product or provider. We guide you according to the priorities you establish and then help you customize and integrate the right strategies and tools for each phase of your business and personal life.

Through our independent relationship with Valmark Financial Group, a national, by-invitation-only resource consortium composed of a select group of successful, independent wealth and insurance planning firms, we have access to some of the top talent and global resources in our profession. As your planning advocate, we bring together the necessary resources, based on your unique needs, and deliver them with objectivity and superior personal service.

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?

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.

FIRST THINGS FIRST

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.

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 to 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.

KNOWN FOR OUR EXPERTISE.

CHOSEN FOR OUR CARE.

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

Scott M. Jones

CFP, CLU, ChFC

MANAGING PARTNER
Scott@SJonesfin.com

Sarah Wood

Sarah Wood

CLIENT SERVICES DIRECTOR
Sarah@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 100 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.

KEY BACK-OFFICE

TEAM MEMBERS

Tom Love, CLU, FLMI

Life Insurance Analyst

Eric Johnson

Senior Underwriter

Tom Love, CLU, FLMI

Financial/Retirement Planning Specialist

Jamie Hochmuth

Case Manager

Keith Miller

Planning Specialist

Pamela Bancsi

Life Settlement Specialist

Get In Touch

Scott Jones Financial

3440 Toringdon Way, Suite 205
Charlotte, NC. 28277
Direct: (980) 265-2510
Mobile: (704) 907-0734

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