What Do You Pay Us For?

As of October 2015, Chuck Jones & Associates no longer sells, trades, manages or represents clients in financial matters. Rather, we charge a fee for providing our clients with a Second Opinion – an honest and unbiased review of their current financial plans. We earn nothing in addition. There are no commissions and no hidden charges.

It has come to our attention that some of you that are current clients, as well as our prospective clients, may not know of the many life-planning topics that you should take into consideration when reviewing your financial plan. Therefore, we felt it important to review these for you.

Here is a list of our most popular financial & life planning topics for discussion:

• Financial Planning • Tax Planning • Retirement Planning • Education Planning • Investment Planning • Risk Management • Estate Planning • Charitable Gifting Strategies • Premarital Planning • Divorce Planning • Social Security Timing • Medicaid Planning

Coaching clients in Life Planning Techniques since 1980
Financial life planning is the practice of (1) helping people focus on the true values and motivations in their lives, (2) determining the goals and objectives they have as they see their lives develop, and (3) using these values, motivations, goals and objectives to guide the planning process and provide a framework for making choices and decisions in life that have financial and non-financial implications or consequences.

We accomplish this through analysis, education, recommendation, and management of life’s assets. Financial Planners concentrate on building wealth, while ‘financial life planners’ emphasize helping clients find ways to use their wealth effectively to get more out of life.

Depending on the complexity and the individual needs of our clients, specialized fee-only consultation is available for individual “Second Opinion” projects, including on the following topics:

  • Retirement and financial life planning
  • Estate Planning and Wealth Transfer
  • Charitable Gifting Strategies
  • Tax Planning and Reduction Strategies
  • Risk Management Consulting (including Life, Long-Term Care, Disability, and Property & Casualty)
  • Automobile, RV & Other Major Purchases
  • Home/Condo/Timeshare Purchase, Sale or Refi
  • Business Planning and Practice Development
  • Negotiating Purchase/Sale of Property or Business
  • Employee Retention Programs
  • Referral Network of Experts for Specialized Needs (Attorneys, CPAs, CFAs, Insurance Specialists, Bankers, Business Brokers, etc.)
  • Social Security Timing
  • Medicaid Planning
  • Business Marketing plan review and development
  • All Stages of Marital Financial Counseling and Planning

Let me put my 55 years of cumulative finance, planning and investing experience, including 27 years as a CERTIFIED FINANICAL PLANNER™ to work for you. Call us today at (503) 291-1313 for a 1.5 hour no-cost, no-obligation consultation to see how we might help you with your life planning needs.

The most recent additions to our services have been “Social Security (SS) Timing” and “premarital financial planning”. The Social Security Timing is extremely important for those approaching the decision of picking the correct date to start taking SS, when to stop it, should you take yours or your spouse’s?

Premarital financial counseling is also an area that can make life easier for the long haul – Based on one study, there are 30% fewer divorces in marriages that have had Premarital Counseling.

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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
certification marks owned by the CERTIFIED FINANCIAL PLANNER™ Board of Standards, Inc. These marks are awarded to individuals who successfully complete
the CFP® Board's initial and ongoing certification requirements.