Planning
Our clients know they are in good hands as we treat everyone like family, it's just how we do business
We specialize in finding tax savings for your retirement that in some cases can save you millions throughout your retirement
I am a broker and managing agent that has specialized in the senior and pre retiree market. With over 2 decades of experience in annuities, IUL/Life, Medicare and health. I have worked with clients of all tax brackets, with the same goal: to assist them with their individual needs and concerns.
My work focuses on the individual, and I am particularly known for my extensive knowledge of the senior market and the needs associated. I believe in the consultative business model.
Currently, I am enjoying my partnership with Akers Enterprises and training my agents. When I’m not working, I enjoy my time with my family (especially the grands) and church family. I look forward to assisting you in your needs.

Brian Jones
Financial Services Specialist
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