Services
Jones Financial, also known as Kentucky Secure Retirement, is dedicated to empowering individuals and families with honest, approachable financial guidance—helping them navigate life insurance, retirement planning, and financial security with care and integrity.
Sierra offers expertise in:
- Retirement Planning
- Roth Conversions, IRA Plans, Direct 401k Transfers
- Multi-year guaranteed annuity (MYGA): fixed annuity that offers guaranteed income in retirement.
- Fixed index annuities (FIAs): insurance contracts that provide retirement income.
- Insurance Solutions
- Life Insurance: Providing financial security for your loved ones with term, whole, or universal life policies tailored to your needs.
- Annuities: Offering guaranteed income streams during retirement to ensure financial stability.
- Health Insurance: Assisting in selecting plans that meet your medical needs and budget.
- Homeowner’s Insurance: Safeguarding your home and possessions against unforeseen events.
- Auto Insurance: Ensuring your vehicles are protected with reliable and cost-effective coverage.
- Medicare Benefits
- Medicare Supplements: Filling the gaps in Original Medicare for additional coverage.
- Medicare Advantage Plans: Offering an all-in-one alternative to Original Medicare with added benefits.
- Prescription Drug Plans: Ensuring your medications are covered at the lowest possible cost.
- Tax Efficiency
- Avoiding Taxes and Penalties: Implementing strategies to stay compliant while reducing unnecessary tax burdens and avoiding costly mistakes.
- Estate Planning
- Creating an estate plan that protects your assets, simplifies inheritance processes, and honors your wishes for future generations.
Ready to take the next step toward financial security? Contact Jones Financial today for personalized guidance and solutions that fit your needs.