Dashawn Jones Financial Visionary

Dashawn Jones Financial Visionary ✨Protecting your tomorrow, today. Tailored life insurance, long-term care, and disability coverage to ensure you and your family are always secure. ✨

They grow up so fast, and college arrives quicker than we expect. If you’d like a framework that balances tuition planni...
05/27/2026

They grow up so fast, and college arrives quicker than we expect. If you’d like a framework that balances tuition planning with your other goals, I can help you start building.

Today we honor the courage and sacrifice of those who served. Wishing you a meaningful Memorial Day.
05/25/2026

Today we honor the courage and sacrifice of those who served. Wishing you a meaningful Memorial Day.

Contact me to learn more about how income protection could work alongside your savings and investments to support your f...
05/13/2026

Contact me to learn more about how income protection could work alongside your savings and investments to support your financial foundation.

Wishing all mothers a day filled with appreciation and joy. Thank you for all you do!
05/10/2026

Wishing all mothers a day filled with appreciation and joy. Thank you for all you do!

Happy Cinco de Mayo! Today is more than a celebration of Mexican heritage; it’s a tribute to resilience, unity, and cult...
05/05/2026

Happy Cinco de Mayo! Today is more than a celebration of Mexican heritage; it’s a tribute to resilience, unity, and cultural pride.

It’s important for business owners to consider succession planning and its unique challenges. You’ve poured your heart i...
05/01/2026

It’s important for business owners to consider succession planning and its unique
challenges. You’ve poured your heart into your business, so now it’s time to make
a plan – let’s chat.

Create a lasting legacy and set up the next generation for success. Let’s explore how you can make giving a meaningful p...
04/29/2026

Create a lasting legacy and set up the next generation for success. Let’s explore how you can make giving a meaningful part of your family story.

Even if you are covered by disability income insurance through your employer, the level of income protection it provides...
04/27/2026

Even if you are covered by disability income insurance through your employer, the level of income protection it provides may not be enough. Let’s help make sure you’re protected.

Whole life insurance isn’t just coverage—it’s a powerful tool for transferring wealth. With generally tax-free benefits,...
04/24/2026

Whole life insurance isn’t just coverage—it’s a powerful tool for transferring wealth. With generally tax-free benefits, guaranteed stability, simplified beneficiary splits, and direct payouts that bypass probate, it helps your clients secure their families' futures. Let’s connect to learn how whole life insurance can strengthen your clients’ wealth transfer strategies.

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Now that you’ve filed your tax return, it’s time to fine‑tune your financial plan. Schedule a quick check-in, and we can...
04/22/2026

Now that you’ve filed your tax return, it’s time to fine‑tune your financial plan. Schedule a quick check-in, and we can review options such as saving, investing, or paying down debt.

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Pleasanton, CA
94566

Telephone

+15106501135

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