Dede Jones Email & Phone Number

I am both a Certified Public Accountant (CPA) and a Certified Financial Planner ®. This combined expertise offers you the confidence of knowing that you are working with a financial advisor has the skills and judgement necessary to create unbiased, sound financial strategies and recommendations.I strive to create a deep sense of trust with my clients. I firmly believe that no financial question is a small one, and am happy to provide the kind of answers that make clients feel empowered. Unlike many financial professionals, I am happy to dig into life's details. By getting to know my clients on a deep personal level, I help them create financial goals, guide them through times of transition, and anticipate their future financial needs. I love helping clients feel confident about achieving their life objectives, including:Purchasing a new homeStarting or expanding their businessSaving for collegeCoping with divorceCaring for your elderly parentsManaging an inheritanceLeaving a legacyMy commitment to my clients, combined with critical analysis, experience, compassion and creativity, helps me craft innovative solutions for your financial future.If you are a small or medium-sized business owner, a professional or a CEO, let's talk. I can help you make informed financial decisions and smarter financial choices. When we work together, my goal is to help you understand the ins and outs of your personal business finances.

Listed skills include Strategic Financial Planning, Financial Advisory, Retirement, Finance, and 43 others.