3550 Lenox RD NE Suite 1100 Atlanta, GA 30326

About Us

How well is your financial castle constructed? Is your financial strategy integrated and coordinated to meet your life’s dreams? Whatever your dream, College Funding, a Secure Retirement or the freedom to live life to its fullest, Financial Strategist, Jason H. Jones has the experience to help you address your financial needs and goals.

Jason utilizes a “team approach” to help you address your financial needs and goals. He specializes in all aspects of Insurance and Investment Planning to Retirement and Estate planning. Jason works very closely with his network of Attorneys and CPA’s to create a strategy designed to help ensure his client’s present and future well-being.

We employ the Lifetime Economic Acceleration ProcessTM (LEAP®) to assist clients in analyzing the efficient use of their cash flows as part of our insurance planning practice. The LEAP process can help clients better understand their protection, savings and growth objectives and identify existing resources to fund the products that can help them meet those objectives. It is important to note that the LEAP process is not intended to and will not provide clients with a comprehensive financial plan, nor does it make recommendations regarding the
purchase, sale or holding of variable products, mutual funds or other securities.

Preparing for your financial future has never been about accumulating the most assets….
It is all about having options and benefits on your assets for you and your family as they
relate to income, taxes, inflation, safety, liquidity, growth, and distribution.