Jones Group Financial Services is committed to providing you the products and solutions you need to make financial decisions based on your unique needs and objectives.  We focus on group benefits along with a suite of risk management and retirement solutions.  Let’s work together to build an actionable plan that fits your unique situation.

group employee benefits

  • Health
  • Disability Income Insurance 

Given our current experience in group health and non-medial benefits, we work with Business Owners and Employees to provide benefits at affordable prices. We also offer retirement planning services meaning we have a suite of services and products within a single relationship.

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investments

Many Americans have not planned and/or saved adequately for retirement.  Additionally, some may wait until right before anticipated retirement before discussing this with a financial professional.  Our goal is help clients see their needs as they are today and prepare them for those goals.  We focus on guiding our clients to save more and utilize solutions designed to accumulate wealth effectively and be tax efficient in the process.

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insurance

  • Life
  • Disability Income Insurance
  • Health
  • Dental
  • Vision

Life insurance helps protect the people who depend on you most. That’s why it is often an essential part of your financial plan and how to choose the type of policy to fit your needs can be critical to having the protection you need. If someone besides you depends on your income, life insurance can help provide for your loved ones at a time when they may need it the most.  One size does not fit all though – that is why it is important to discuss and plan for whether you have the coverage you need – both the appropriate type of coverage as well as the right amount.

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After Retiring  

  • Medicare
  • Social Security Planning
  • Dental
  • Vision

Living the life you want after you have stopped working can come with a lot of challenges and unknowns. Our staff is here to help you navigate the Medicare and Social Security world during this time. We are here to help you chose Medicare Supplement along with planning the time to begin Social Security.  Both have their challenges but we are here to you make an informed decision. 

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Our Relationships

 

* Health insurance providers are not affiliated with or endorsed by any company of Principal Financial Group®.   


Our Team

 

 


Shane Baack | CFP®, AIF®

Sr Financial Representative
Principal Securities
Registered Representative
Investment Advisor Representative
baack.shane@principal.com


Denny Wullenwaber

Financial Representative
Principal Securities
Registered Representative
 wullenwaber.denny@principal.com

 


call our office at (402) 643-2900