JK Jones Financial Network
Lancaster, Ohio Financial Advisor
At JK Jones Financial Network located in Lancaster, Ohio, we design, implement, and maintain custom-tailored wealth management solutions that help achieve the value-added financial goals of our clients, which include individuals, trusts, businesses, and non-profit entities. Each client's values, vision, and aspirations are at the center of our process.
Our customized programs are designed to educate clients to help protect and grow their wealth by delivering an unprecedented level of personalized service through our financial network. Our goal is to deliver results that will count and make a profound difference and to be indispensable to you, your business, and your family.
Helpful Content
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Social Security: Two Benefit Strategies Eliminated
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
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How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?