Lynette S. Jones

Ms. Jones is a Certified Financial Planning Practitioner with more than 30 years experience in the financial services industry. She is passionate about helping clients achieve their financial goals and navigate lifes transitions. She offers comprehensive planning services, including debt management, education funding advice, retirement and estate planning, insurance needs analysis, and strategic investment advice and portfolio management. She coaches clients as they transition into retirement and educates them and their heirs on proper planning strategies including incapacity planning and estate transition.