Our Services

At Chuck Jones & Associates, Inc., we offer a variety of Second Opinion’s on the following financial life planning topics:

  • Financial Planning
  • Retirement and Life Planning
  • Investment Planning
  • Estate Planning and Wealth Transfer
  • Tax Planning and Reduction Strategies
  • Wealth Management
  • Financial Transition Planning
  • Premarital Financial Counseling
  • Education Planning
  • Risk Management
  • Charitable Gifting Strategies
  • Social Security Strategies
  • Legacy and Inter-generational Planning — help future generations follow your values
  • Automobile and RV Purchases
  • Home/Condo/Timeshare Purchase, Sale or Refinance
  • Business Planning and Practice Development
  • Life, Long-Term Care, Property and Casualty and Disability Risk Management (perform a review of all your insurance)
  • Negotiating the Purchase or Sale of a Property or Business
  • Employee Retention Programs and Employee/Employer Plan Benefits
  • Referral to top business experts for additional specialized needs (Attorneys, CPA’s, Insurance Specialists, Business Brokers, etc.)
  • Business Marketing plan review and development
  • Asset Allocation
  • Budget Development
  • Debt Management
  • Disaster Recovery
  • Divorce Issues
  • Elder Care Planning
  • Healthcare Planning
  • Life Planning
  • Sudden Wealth Management
  • Women’s Finances
  • Men’s Finances
  • Young Professionals

If you have any questions, feel free to send us a note using our Online Contact Form, or call (503) 291-1313.

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© 2015 Chuck Jones & Associates, Inc., 7110 SW Fir Loop, Suite 240, Portland OR 97223-8025 (503) 291-1313. CERTIFIED FINANCIAL PLANNER™ are
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