wdouglasjones.com
Testimonials | Maximum Wealth
http://www.wdouglasjones.com/testimonials
Doug has showed me how to enhance my life with better financial decisions. If I could change anything it would be to have my family and friends to meet with Doug Jones. Thank you. Thank you. Thank you. D P Advertising Executive. Our investments have done exceptionally well in this “down economy” under Doug’s leadership and expertise in the financial field. R S Retired Educator. JC and S. C. Business Owner. J B Business Owner. T M Mechanical Engineer. For the last five years, due to a debilitating illness...
wdouglasjones.com
Financial Planning for Clients Over 60 | Maximum Wealth
http://www.wdouglasjones.com/services/over-60
Financial Planning for Clients Over 60. What is our biggest fear? According to a recent life insurance industry poll, the greatest fear of older Americans is outlasting their savings. We fear living longer than our bank accounts by a margin of 22%. Other highlights of this poll include:. 53% said their net worth dropped significantly in the 2008 downturn. Virtually all respondents cut back on entertaining and dining out. 47% reduced their daily living expenses. How much will I need to live on each year?
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Financial Planning for Clients Under 40 | Maximum Wealth
http://www.wdouglasjones.com/services/under-40
Financial Planning for Clients Under 40. 1) 3 Basic Financial Foundations. B Funding your Retirement. C Proper Protection of Assets. 2) Creating a Budget. Without one, you may not be able to reach any of your other goals like preparing for retirement, providing for your child’s education, and enjoying life. Maximum Wealth can provide a step by step guide to make sure this happens. 3) Learning How To Save. We are born knowing how to spend money, but we must be diligent in learning how to save! Now is the ...
wdouglasjones.com
Financial Planning for Clients Between 40 and 60 | Maximum Wealth
http://www.wdouglasjones.com/services/40-to-60
Financial Planning for Clients Between 40 and 60. Want to find out more? Learn about the different ways you can make the most of your money. From the purchase of your first home to enjoying a prosperous retirement we can help! 910 S Thornton Ave.,. Site by digital peach.
wdouglasjones.com
News | Maximum Wealth
http://www.wdouglasjones.com/about/news
Americans Save Little or Nothing for Elder Care. Most Americans grossly underestimate the cost of nursing homes or assisted living, and a substantial number don’t have a dime set aside for elder care, according to a new survey for MoneyRates. The report found two-thirds of Americans do not have enough set aside for even one year in a nursing home. Even worse, 40 percent have set aside nothing for it. MoneyRates used an old saying to illustrate the situation: We grow too soon old, and too late smart.
wdouglasjones.com
Saving for College | Maximum Wealth
http://www.wdouglasjones.com/services/saving-for-college
How can I guarantee my children’s education even if I became disabled or die the market declines, interest rates drop, I am sued, or college costs go out the roof? Most people plans simply do not provide for such contingencies. They have been taught to provide for a single goal or target and then they decide on how much to put away toward that end. This is a very dangerous plan in terms of building wealth and protecting wealth. Other Services We Offer. Want to find out more? 910 S Thornton Ave.,.
wdouglasjones.com
Tax Planning | Maximum Wealth
http://www.wdouglasjones.com/services/tax-planning
Accounting and Tax Services We Offer. Small Business Tax Preparation. Cash Flow and Budget Analysis. Financial Forecasts and Projections. At Maximum Wealth, we are committed to providing the highest possible quality of service to our clients. We will listen to your concerns, ask the appropriate questions, and take our time comprehending your needs and objectives. Now to find out more about our tax planning products and services. Other Services We Offer. Want to find out more? 910 S Thornton Ave.,.
wdouglasjones.com
Services | Maximum Wealth
http://www.wdouglasjones.com/services
Want to find out more? Learn about the different ways you can make the most of your money. From the purchase of your first home to enjoying a prosperous retirement we can help! 910 S Thornton Ave.,. Site by digital peach.
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