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    PRESERVE YOUR FAMILY WEALTH

    We understand that preserving your family wealth for future generations is a significant challenge in today’s volatile markets. It is truly a matter for qualified experts in the fields of taxes, trusts, investments and insurance.

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    INCOME PLANNING STRATEGIES

    Just as your life has likely been nothing like your parents’, your retirement probably won’t be either. It’s no longer as simple as signing up for Social Security, collecting your pension, and settling back. Let David M. Jones help you in today’s complex financial planning strategies.

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    ARE YOU OVERPAYING FOR LIFE INSURANCE?

    We specialize in life insurance for estate tax purposes for retirees and business owners.

Estate & Tax Planning

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Preserve your family wealth with tax-free income for your children and grandchildren. We can also assist you with all related services like:

  • Gifting Strategies / Gift Taxes / Generation Skipping
  • Tax-free income for children and grandchildren
  • Charitable Planning

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Life Settlement

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Life insurance may not be necessary anymore.  With the new estate tax law exempting $11.2 million per spouse, many people might decide they no longer need life insurance policies that were originally in place to offset hefty estate tax costs.

  • Sell your policy
  • New Estate Tax law
  • Get more than the cash value

Learn More

ZERO Estate Tax Plan

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This plan provides maximum control over your hard-earned assets and eliminates estate tax.
We can also assist you with all related services like:

  • Dynasty, Irrevocable and Defective Trusts
  • Qualified Personal Residence Trusts
  • Savings on Existing Life Insurance Premiums

Learn More

contact us

Florida Office

4501 Tamiami Trail North, Ste. 419
Bank America Center
Naples, FL 34103

Phone: 239-649-7600
Toll-Free: 800-950-8522

California Office

2760 Sycamore Canyon Road
Montecito, CA 93108

Phone: 805-969-2367
Toll-Free: 800-950-8522