SCOTT JONES FINANCIAL

Scott Jones Financial is independently owned and is not bound to any one company, product or provider. As your planning advocate, we bring together the necessary resources based on your unique needs and deliver them with objectivity and superior personal service... That's why many entrepreneurs turn to Scott Jones Financial. We focus all of our planning around your largest asset, your business, and we use strategies available to your business to help you achieve your personal financial goals. This distinction in our approach from the standard advisor can provide many benefits to you... Scott Jones Financial focuses the engagement on our client's business first. We do this because most Owner's business interests make up the majority of their personal net worth. The business is also where the majority of potential tax efficiencies reside. Yet, it is typically where the least amount of planning has been done to integrate the business with the Owner's personal goals.

Primary location: Charlotte United States