Jones Advisory Group
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JAG is an independent financial planning organization that focuses on income, tax, and IRA planning for pre-retirees and retirees.
🚫 MYTH: Everyone should retire at age 65.
✅ FACT: Retirement isn’t about reaching a specific age, it’s about being financially and personally prepared for the lifestyle you want.
For some, retiring before 65 makes sense. For others, working a few extra years can provide greater financial flexibility and peace of mind. The “right” retirement age is different for everyone and depends on factors like your savings, income needs, healthcare costs, and retirement goals.
What is your retirement goal? Let us know in the comments below! 👇
🚫MYTH: You need $1 million to retire!
✅ FACT: Retirement isn't about reaching a specific dollar amount, it's about creating a plan that fits your life.
One of the biggest retirement myths is that there's a magic number everyone needs before they can retire.
Your retirement depends on things like:
-When you want to retire
-The lifestyle you want
-How much you'll spend each month
-Your income sources, including Social Security, investments, and pensions
For some people, $1 million may not be enough. For others, they may be able to retire comfortably with much less.
💬 What's the number you've always heard you need to retire? Let us know in the comments!
07/03/2026
Please be advised that our offices will be closed on Friday, July 3rd, in observance of Independence Day.
We will resume our normal business hours on Monday, July 6th.
Enjoy the weekend! 🧨
07/01/2026
Happy JAGiversary, Scott! 🎉
Today we're celebrating another year of an incredible partnership! As one of our trusted strategic partners, Scott has played an important role in helping us serve families with confidence and care.
We're grateful for your collaboration, expertise, and the relationship we've built over the years. Here's to many more years of working together and making a difference!
06/26/2026
Happy Anniversary to Chris & Megan! 🥂
Today we're celebrating not only the 27 years you've shared together, but also the partnership, dedication, and values that inspire all of us at Jones Advisory Group.
Wishing you both a wonderful anniversary filled with love, laughter, and many more memories to come. 💙
06/25/2026
Happy Birthday, Josh! 🎉
We're grateful for all you do for both our clients and the JAG team. Whether you're helping clients work toward their financial goals or supporting those around you, you bring dedication, positivity, and a genuine desire to help others succeed.
Wishing you a birthday filled with adventure, celebration, and maybe a little help from the Force. May your day be as strong as your swim, bike, and run game! 🚀
06/24/2026
Happy Birthday, Jake! 🎉
When it came time for a birthday picture, Jake didn't have one handy... so we did what any good team would do and snapped a photo of him right where you'd expect to find him: hard at work at his desk. 💪
Whether he's helping clients plan for the future or tackling the day's to-do list, Jake brings dedication, expertise, and a great attitude to everything he does.
Cheers to another year! And maybe even a few minutes away from his desk...😉
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Opening Hours
| Monday | 8:30am - 5pm |
| Tuesday | 8:30am - 5pm |
| Wednesday | 8:30am - 5pm |
| Thursday | 8:30am - 5pm |
| Friday | 8:30am - 1pm |
