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Our Services For Business Owners

Jones Gregg Financial, LLC offers a comprehensive approach to financial planning for our client partners. We understand the unique position that business owners and entrepreneurs hold. We encourage our clients to take advantage of their unique position as owners. With this in mind, we assist our clients in the following areas:


  • Life Insurance Planning

  • Disability Insurance Planning

  • Estate Planning

  • Succession / Mergers and Aquisition Planning

  • Employee Benefits / Retirement Plans

  • Wealth Accumulation


Additionally we provide many of our clients with:


  • Cash Flow Management

  • Business Consulting

  • Lending Consulting

  • Economic Cycle Understanding

  • Tax Planning

Jones Gregg Financial, LLC concentrates on helping our client partners in focusing on their goals and the establishment of their financial plan for themselves, their family, and their business. We believe that there is too much focus on the tools used to move a financial plan forward and not on the financial plan itself. As an Independent Registered Investment Advisory firm, we take the “Fiduciary” approach through the establishment of goals, the creation of your plan, the implementation of your plan and the ongoing review and adjustment of your plan in order to move each client to and through “The Position of Choice”.

Our Services For Employer Based Retirement Plans

Jones Gregg Financial, LLC provides services for Employer Based Retirement Plans that have plan assets between $1 million and $25 million. We provide a much higher level of attention and support than many of these plans are currently receiving.


We provide a high level of service, consultation and support regularly found at the macro plan level but normally not available at this plan size.


We believe that a Retirement Plan should be a “Recruit and Retain” tool as well as an opportunity for a business owner and highly compensated team members to prepare for their “Position of Choice.”

Some of Our Services Include:


  • Customizable Service Models

  • Objective Proprietary Fiduciary Process

  • Participant Education Programs

  • Financial Lunch and Learn Programs

  • Fee Transparency

  • Prebuilt Investment Portfolio Models

  • Objective Retirement Plan consulting concerning Record
    Keepers and Third Party Administrators

  • No Broker Dealer restrictions on your Record Keeper selection


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