Brad Jones, Financial Advisor

Brad Jones, Financial Advisor Securities are offered only by individuals registered through AE Financial Services, LLC (AEFS), member FINRA/SIPC.

Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. Insurance offered through Jones Retirement Advisors. Jones Retirement Advisors is not an affiliated company with AEFS or AEWM.

5 realities of this recession
05/22/2020

5 realities of this recession

Is a weak economy leaving you anxious? Here are 5 realities to keep in mind when navigating this recession.

Buyout or pension?
12/27/2019

Buyout or pension?

Buyout amounts are high right now, but there are many other factors to consider when guiding your client to the right choice.

Here are three things you should know about the retirement rule changes Congress just approved.
12/26/2019

Here are three things you should know about the retirement rule changes Congress just approved.

Retirement rule changes are being considered by Congress in the SECURE Act. Here’s three areas to look at.

"Workers who get advice on all money matters impacting their lives do a better job saving specifically for retirement, a...
06/20/2019

"Workers who get advice on all money matters impacting their lives do a better job saving specifically for retirement, a new report suggests." Interesting read!

A new report shows that workers who have used a financial wellness benefit through their employer for five years fare better in a variety of financial areas overall than those who have not.

Are Americans Overly Confident About Retirement?
05/28/2019

Are Americans Overly Confident About Retirement?

Americans may say they're more confident than ever about financing their retirements, but the question remains: Will they actually have enough money?

These 'Super Savers' are Retiring Earlier Than Most. Here's What They're Doing Differently.
05/14/2019

These 'Super Savers' are Retiring Earlier Than Most. Here's What They're Doing Differently.

A new survey from TD Ameritrade finds that some Americans ages 45 and up are saving $1 out of every $5. Here's what they're doing differently from the average investor.

According to this article, two out of three 21-to-32-year-olds haven't started saving for retirement yet. Here's why it'...
05/14/2019

According to this article, two out of three 21-to-32-year-olds haven't started saving for retirement yet. Here's why it's important to start saving for retirement early.

There is a basic miscalculation in decision-making with not starting as early as possible when it comes to planning for your financial future.

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230 N. 2nd Street
Brighton, MI
48116

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