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216-378-7558
kenneth.w.jones@lpl.com
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Wealth Management for Entrepreneurs & Professionals

From wealth management to retirement solutions, our professionals can help entrepreneurs and professionals pursue their financial goals.

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Understanding Today’s Financial Environment

Understanding Today’s Financial Environment

Welcome. I’m Ken Jones CLU, ChFC, AIF,  a financial professional at an independently managed firm in Beachwood, Ohio who can help understand today's financial environment. I understand that individuals face unique challenges as they prepare for retirement. I can help take the mystery out of preparing for today and tomorrow through the resources of LPL Financial. Whether your goal is saving for retirement, college or your estate strategy, our personalized service focuses on your financial needs, goals and objectives.

I have over 19 years of experience in financial services. I can help you address your needs of today and for many years to come. I look forward to working with you through all stages of your life and becoming a lifetime resource. Please call me at (216) 378-7558.

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If you’re ready to work with a financial professional, let’s sit down to talk.

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Entrepreneurs and professionals may need more than retirement strategies. We can help you…

Client Centered

  • Specialized financial guidance for your goals.

  • Help your family and finances at every stage of life.

  • Get guidance if you see change ahead.

  • It’s never too early to start thinking about your future.

Our Services

Specializing in the unique needs of peak career professionals.

First-Time Investors

First-Time Investors

Overcome market hesitancy with education and guidance.

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Business Owners and Entrepreneurs

Business Owners and Entrepreneurs

Supporting small business owners and investors

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Wealth Management

Wealth Management

Wealth management consultation.

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Insurance Approaches

Insurance Approaches

Design to fit you and your family.

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Estate Strategy

Estate Strategy

Support for every phase of life.

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Retirement Strategies

Retirement Strategies

One critical financial milestone.

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Schedule a Complimentary Consultation

If you believe you could benefit from working with a financial professional, let’s schedule some time together to see if we’re a good match for you.

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