About Us

For over 20 years, Jude Jones has focused on providing strategies and guidance to people who are seeking a better lifestyle in retirement. She has assisted pre-retirees and retirees preserve their financial futures in three states. Her thorough preparation, keen insight and the integrity of her advice keep her long-term clients referring family and friends.

Jude attended Southern Illinois University at Edwardsville, Illinois where she majored in Journalism and Communications with a minor in Psychology.  As the daughter of a retired teacher, Jude feels it is most important to educate first. She says, “I think I instinctively try to educate and inform everyone I work with. For me this is the key to forming lasting relationships.”

In her spare time, Jude enjoys traveling, golf, gardening and gourmet cooking.

Our Clients Say It Best

Jude has helped me plan out a financial future, that is just right for me. Not only is Jude my Financial Advisor, she is a good friend. I would personally recommend her to anyone seeking sage advice about their retirement needs.  ~ M. Harris

I have known Jude for over 8 years. She has been there for me and my husband helping us invest wisely and giving us guidance on many issues in retirement. Recently, my husband passed away and I was so thankful to have Jude. She stepped in and knew what to do and is still there for me. She's just a phone call away. ~ P. Willen