Al Jones

Now you know who we are, we know who you are, here is how we can help you achieve Your Dreams and Your Goals by creating Your Plan.

Financial products and services should address specific needs in your financial security plan. We have access to a broad range of insurance, investment and retirement income products to help meet the needs and goals of individuals or business owners.

Whether you're saving for your child's education, planning a vacation, building a nest egg or managing your finances in retirement, we can help you create an investment plan and build a portfolio that fits your needs.

Along with helping you build and manage your investments, we can help you choose insurance products to minimize financial risk to you and your family.

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Mortgage insurance vs. Life insurance: What meets your needs?

Mortgage life insurance covers the balance of your mortgage, which decreases as the mortgage is paid down. Personal life insurance coverage, meanwhile, typically stays the same and isn’t linked to your mortgage.

Mortgage life insurance coverage ends when your home is paid off. A personal life insurance policy is unaffected by your mortgage ending, and can keep providing you and your family with protection in the years that follow. Mortgage life insurance provided through a financial institution is typically quick and easy to arrange, and usually only requires answering a few health-related questions. Buying personal life insurance, on the other hand, typically takes longer and involves delving into your medical history.

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AJWEP Financial Planning Preparation Checklist

Cash Flow Analysis Worksheet

Financial Advice For All