Wealth Preservation Services

Financial success is a choice. It results from the many small decisions you make each and every day.

David M. Jones provides innovative estate planning strategies for you and your family. We specialize in serving clients aged 60 and over, with an estate valued at $5 million or more.

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.

Life Insurance Programs Are Our Primary Expertise

At David M. Jones, our primary expertise involves insurance programs. We have established relationships with more than 100 insurance companies, but we are completely independent agents. We act on your behalf, as your representative, and can typically save you as much as 50% of your insurance costs.

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

Please Accept This Invitation

We invite you to consult with David, privately and in person, with no obligation. We will be happy to schedule and appointment with you at your convenience in our office, your home, or a location of your choosing.