Joe B Jones

Financial Representative

How can Joe B. Jones help you?

Many people look back on their lives with regret; not for the things they have done, but for the things they have left undone. They find they are more successful than they thought they would be and saved less than they intended. They find themselves in situations that are more complex and less predictable than they anticipated.

That is where Joe Jones comes in. Joe takes the time to get to know you and your preferences. He can help you anticipate and prepare for the best—and worst scenarios. The relationship that Joe establishes with you enables him to focus on your needs—what you want for your family and what you are currently doing.

Joe Jones supports Kansas University Atheltics

As a college sports fan, Joe Jones supports Kansas University Jayhawk basketball as the Gatling Gun sponsor. Visit the Community Involvment page for more pictures.

My Mission

""We are catalysts helping our clients attain the intentional lifestyle they envisioned."

- Joe B. Jones
Estate & Business Planning Specialist

The Business Corner

If you own or operate a business, Joe B. Jones recommends the following articles:

Click here to read additional articles.

Business Markets Stratey map With a focused expertise on the business owner, Joe B. Jones can provide guidance for any stage of your business:

How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.