John Jones

Committed to your financial success, as a holistic financial planner, I am dedicated to guiding individuals through personalized and comprehensive financial planning.

With a focus on tax efficiency and optimization, I leverage strategic planning to minimize tax liabilities while maximizing wealth accumulation and preservation. My specialization extends to risk allocation strategies aimed at preserving assets and income distribution planning tailored to sustain your desired lifestyle throughout all stages of life. I firmly believe that proper tax and risk management in your financial plan can make the difference between success and failure. I strive to provide help and diversification in these areas to eliminate or minimize these risks. I empower the individuals I work with through education and identification of all critical facts pertinent to financial decision making in one’s best interest. You don’t know until you know, and once you know, what actions will you take? Beyond my financial career, I am deeply rooted in my Florida heritage, with my family involved in local commercial agricultural production, in which I still actively participate and have been taught great discipline and humility. Additionally, through the variables and constants experienced in the agricultural industry, I adapt this same management within financial planning in identifying and capitalizing on areas of one’s financial plan that are controllable to an extent, such as taxes, fees, risk allocations, and expectations. Also, I am actively involved and implement my faith in practice, personally and professionally. I am regularly called upon by the media to share my knowledge on holistic financial planning, including Barrons, CBS Moneywatch, Forbes, Yahoo!finance, USA Today, US News and World Report, CNN Moneywatch, Bankrate and more. Let's collaborate to craft a resilient financial process that aligns with your unique aspirations and empowers you to build a lasting legacy! Financial planning and investment advisory services offered through Prosperity Capital Advisors (PCA) an SEC registered investment advisor. For more information, please visit www.adviserinfo.sec.gov.