Areas of Expertise
At Jones Mead & Associates, we provide assistance in the following areas:
Retirement Planning
Individual Retirement Planning
- Accumulation strategies
- Distribution strategies
- Income strategies
Corporate Retirement Plans
- 401(k) profit sharing plans
- 403(b) plans
- Non-qualified deferred compensation plans
Insurance Advisory Services
- Life
- Disability
- Long-Term Care
- Life Settlements
- Business Insurance
Financial Advisory Services
- Asset management
- Investment advisory services
- Estate planning
- Charitable planning
- College planning
- Executive compensation planning