Joe B Jones
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Office: 785-856-2136

4601 W 6th St Ste B
Lawrence, KS 66049-4189

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Areas of Expertise

Here are my areas of expertise, which I will use to provide you with customized recommendations that will help you plan for your financial future.

  • Estate Analysis
    You work your whole life to build your estate. You should have control over what happens to it upon your death. Building a lasting legacy takes more than simply accumulating a large portfolio. You need a solution that remains flexible enough to allow you to maintain maximum control of your assets and enjoy them during your lifetime, while you prepare for the efficient transfer of those assets after you die.
  • Business Continuation
    What will happen to your business when you retire, or if you become permanently disabled or die? What's the value of your business, and how much is each owner's share worth? Because I specialize in business continuation, I can help you answer these and other questions. Together we can develop a range of solutions to help protect your business, should something unforeseen happen down the road.