We understand that preserving your family wealth for future generations is a significant challenge in today's volatile markets. It is truly a matter for qualified experts in the fields of taxes, trusts, investments and insurance. Just as your life has likely been nothing like your parents', your retirement probably won't be either. It's no longer as simple as signing up for Social Security, collecting your pension, and settling back.
Let David M. Jones help you in today's complex financial planning strategies. David M. Jones provides innovative estate planning strategies for you and your family. We specialize in serving clients aged 60 and over, with an estate valued at $5 million or more. Jones, our primary expertise involves insurance programs. We have established relationships with more than 100 insurance companies, but we are completely independent agents.
We act on your behalf, as your representative, and can typically save you as much as 50% of your insurance costs. Life insurance may not be necessary anymore.
Let David M. Jones help you in today's complex financial planning strategies. David M. Jones provides innovative estate planning strategies for you and your family. We specialize in serving clients aged 60 and over, with an estate valued at $5 million or more. Jones, our primary expertise involves insurance programs. We have established relationships with more than 100 insurance companies, but we are completely independent agents.
We act on your behalf, as your representative, and can typically save you as much as 50% of your insurance costs. Life insurance may not be necessary anymore.
Services
David M. Jones has been serving some of the nation's wealthiest families in the area beginning in 1985.
He currently splits his time between Naples, Florida and Montecito, California.
David is a recognized authority in the industry.
He is a frequent keynote speaker, and has hosted a significant number of educational and informational seminars relative to this subject.
He currently splits his time between Naples, Florida and Montecito, California.
David is a recognized authority in the industry.
He is a frequent keynote speaker, and has hosted a significant number of educational and informational seminars relative to this subject.
We found David by attending one of his seminars.
Normally we're a little reluctant about these kinds of things, but we were very impressed with him.
It's been seven or eight years now and we've never been disappointed.
We realize he's a businessman, but he still always keeps our interests at heart.
A very honest, reputable, caring person.
We are so glad we found David.
We were kind of floundering - not knowing what we should be doing with our insurance and estate planning.
But David has us feeling very much in control now.
Normally we're a little reluctant about these kinds of things, but we were very impressed with him.
It's been seven or eight years now and we've never been disappointed.
We realize he's a businessman, but he still always keeps our interests at heart.
A very honest, reputable, caring person.
We are so glad we found David.
We were kind of floundering - not knowing what we should be doing with our insurance and estate planning.
But David has us feeling very much in control now.
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