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Welcome to Jude Jones Financial

Jude Jones Financial educates Missouri clients about the basic strategies of financial management and how to prepare for the challenges of retirement.

We want to help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this website to help you gain a better understanding of the financial concepts behind life insurance, retirement income, estate preservation, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

What We Do

Over the years, Jude Jones Financial has learned the art of tailoring customized financial programs for our clients. We will walk you through a step-by-step process that will help make you feel confident in the your financial decisions.

We will:

  1. Create a comprehensive financial approach to help you reach your retirement goals
  2. Protect your assets with appropriate levels of insurance
  3. Assist with Social Security claiming strategies and help manage taxes better for you
  4. Help you grow and secure your retirement needs
  5. Set up flexible income options to meet your retirement needs
  6. Enhance the value of your estate to take care of your loved ones

We are a proud member of the Safe Money Places Agent Network

Our Services

  • Retirement Income
  • Social Security Maximization
  • 401(k) & 403(b) Plans
  • Financial Protection
  • Wealth Transfer
  • Fixed Annuities
  • Life Insurance
  • Long Term Care
  • Disability
  • Final Expense
  • Medicare Plans
  • Estate Preservation

Where Does Your Retirement Plan Need Improvement?

Retirement ​Income

Are you ready for safe and guaranteed returns on your money? If so, we will show you which income sources are considered "safe",  because they offer guaranteed returns on your money with no risk of losing principal.

Financial Protection

Everyone needs to protect their beneficiaries and nest eggs from financial burdens, such as healthcare cost and high taxation. There's a wide range of insurance products that provide solutions to help shield your money from

PERSONAL PENSION PLAN

Many pre-retirees and retirees are concerned that their 401Ks, IRAs, Social Security, and savings won't provide enough income. The Personal Pension Plan "fills the income the gap".

WEALTH TRANSFER PLANNING

Wealth Transfer is a financial concept that will help you preserve your nest egg and distribute it in  the most tax efficient way possible. This helps your heirs avoid the "Tax Time Bomb."

Resources

CONSUMER'S GUIDE:
​How to Generate Lifetime Income with Fixed Annuities

ASK US A FINANCIAL QUESTION

Everyone’s financial situation is unique and there is no such thing as a one-size fits all retirement plan. Ask us questions and get real answers. ​