Your money has NEVER been the problem. It’s
just the way you think about it.
Getting the right financial advice is more than being told the best place to put your dollars and cents. It’s about understanding the dynamics of your family in a way that every “I” is dotted, and “T” crossed.
Having a “guide” can ensure that you’re on the right path as well as give suggestions when you get off track.
Life happens at a moment’s notice. Having a plan that mirrors the reality of life allows you to thrive during the good times, the bad times, and the unexpected.
What has worked well for most of my clients is that we first have a conversation.
All that I require you to bring is an Open Heart and Mind. The rest we will figure out along the way.
“Randy, you’ve made a difference in our lives!”
Over the years, my experience has shown me that more people have money more as an obstacle than they do as an asset. What I mean by that is, if I look at a person’s life and finances, they often have multiple dollars doing one job versus $1 doing multiple jobs.
When I ask people “why” they want a financial plan, the answer is rarely, “I want more money”. They either want to put their kids through school, put an addition on their house, take care of their parents as they’re getting older, or figure out a way to maximize their life’s experiences. However, most people are unaware of how their money is slipping through the cracks of their life. Most importantly, they don’t know where to begin to look for it or how to stop it from happening.
Every person I meet has a financial advisor of some sort from background. However, the advice they give ends up being like puzzle pieces leaving YOU with the job of figuring out how to put the pieces together to create the “big picture” called your life.
With over 27 years of helping families, I have realized individuals and business owners don’t need another tool or product, they WANT a plan of how to make all the advice, tools, and products they have work for the benefit of themselves and their families.
What I do is different. I give people a PLAN. Not a book that lives on a bookshelf but, a plan that helps you live your life AND they change and grow with you and your family.
“Your wealth is not defined by money alone. It is also the difference you make in the lives of those you care about and come in contact with.” – RANDY JONES
I believe we are “truly” here for the Benefit of others!
So, If Money weren’t an issue, what would you do for SOMEONE ELSE?
To help every family live a life that maximizes their ability to L.O.V.E.!
Leave Others with Valuable Experiences!
In 30 minutes, we will talk about the places you are losing money.
In 1 week, we will develop a strategy to recapture the lost dollars.
In 90 days, we can fully implement the necessary changes to change your life.
To help you Assess Your Values before we Value Your Assets. To protect your ability to earn income while accumulating wealth in the most tax-efficient ways available. To ultimately answer the question; “If money weren’t an issue, what would you do for someone else?”
– Randy Jones
RANDY’S PERSONAL MISSION
To help you Assess Your Values before we Value Your Assets. To protect your ability to earn income while accumulating wealth in the most tax-efficient ways available. To help you answer the question;
“If money weren’t an issue, what would you do for someone else?”
12100 Sunset Hills Road
Reston, VA 20190
Phone & Fax
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This website is intended for general use. By providing this content, Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.
Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 11350 McCormick Road Suite 202, Hunt Valley, MD 21031, 410- 828-540. PAS and Financial Growth Partners are wholly owned subsidiaries of Guardian.
2023-149940 Exp 01/25