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
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Retirement Seen Through Your Eyes
What's your vision of retirement?
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
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Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Timing Your Retirement
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.