Jones Advisory Group

Jones Advisory Group JAG is an independent financial planning organization that focuses on income, tax, and IRA planning for pre-retirees and retirees.

Investment advisory products & services made available through AE Wealth Management, LLC, a registered investment advisor. Take comfort in your financial future knowing that all aspects of your financial life are working together efficiently and effectively towards your ultimate retirement goals.

Happy National Ice Cream Day! If JAG opened an ice cream shop, these would definitely be on the menu. 😄Which scoop are y...
07/19/2026

Happy National Ice Cream Day! If JAG opened an ice cream shop, these would definitely be on the menu. 😄

Which scoop are you choosing?
🍪 401(k) Cookies & Cream
🌿 Retirement Rock Road
🤎 Compound Mint Chocolate Chip
🍫 Debt-Free Double Chocolate

Tell us your favorite in the comments, or let us know what financial flavor we should add to the menu! 🍨

07/16/2026

📺 The One Where You Meet Our Client Service Team

They’re the friendly faces behind the phone calls, emails, and all the details that help keep our clients’ experience running smoothly.

Whether they’re answering questions, coordinating behind the scenes, or making sure nothing falls through the cracks, this team is always there for our clients.

Could they BE any more dedicated?

Drop a 👋 in the comments to say hello to our Client Service Team!

Don't let outdated beneficiary designations create unexpected problems for the people you love. ⌛Life changes and your b...
07/15/2026

Don't let outdated beneficiary designations create unexpected problems for the people you love. ⌛

Life changes and your beneficiary information should too...
💍 Marriage
⛓️‍💥 Divorce
🍼 Growing your family

Or simply the passage of time are all good reasons to review who you've named on your retirement accounts, life insurance policies, and other eligible accounts.

A quick review today can help ensure your wishes are carried out tomorrow, the JAG team is here to help! Call and schedule a visit today!

07/13/2026

🚫 MYTH: Everyone should retire at age 65.
✅ FACT: Retirement isn’t about reaching a specific age, it’s about being financially and personally prepared for the lifestyle you want.

For some, retiring before 65 makes sense. For others, working a few extra years can provide greater financial flexibility and peace of mind. The “right” retirement age is different for everyone and depends on factors like your savings, income needs, healthcare costs, and retirement goals.

What is your retirement goal? Let us know in the comments below! 👇

Halfway through the year is the perfect time to check in on more than just your calendar, it’s a great time to check in ...
07/10/2026

Halfway through the year is the perfect time to check in on more than just your calendar, it’s a great time to check in on your finances. ✏️

Have your goals changed? Started a new job? Received a raise? Experienced a major life event?

Even small changes can have a big impact on your financial plan. Taking a few minutes to review where you are today can help keep you on track for where you want to be tomorrow.

If you are ready to review your current strategy or have questions, the JAG team is here to help!

07/08/2026

We asked around the office which department works the hardest...and somehow every answer sounded a lot like “Marketing.” 🤔

Coincidence? Maybe?

There are a few new faces on the Marketing Team, Kaylee and Emma! They joined the team in May and have been keeping busy behind the scenes. Planning events, creating content, managing social media, and making sure all the little details come together. 

Welcome to the JAG team!

07/06/2026

🚫MYTH: You need $1 million to retire!

✅ FACT: Retirement isn't about reaching a specific dollar amount, it's about creating a plan that fits your life.

One of the biggest retirement myths is that there's a magic number everyone needs before they can retire.

Your retirement depends on things like:
-When you want to retire
-The lifestyle you want
-How much you'll spend each month
-Your income sources, including Social Security, investments, and pensions

For some people, $1 million may not be enough. For others, they may be able to retire comfortably with much less.

💬 What's the number you've always heard you need to retire? Let us know in the comments!

Please be advised that our offices will be closed on Friday, July 3rd, in observance of Independence Day.We will resume ...
07/03/2026

Please be advised that our offices will be closed on Friday, July 3rd, in observance of Independence Day.

We will resume our normal business hours on Monday, July 6th.

Enjoy the weekend! 🧨

Happy JAGiversary, Scott! 🎉Today we're celebrating another year of an incredible partnership! As one of our trusted stra...
07/01/2026

Happy JAGiversary, Scott! 🎉

Today we're celebrating another year of an incredible partnership! As one of our trusted strategic partners, Scott has played an important role in helping us serve families with confidence and care.

We're grateful for your collaboration, expertise, and the relationship we've built over the years. Here's to many more years of working together and making a difference!

Happy Anniversary to Chris & Megan! 🥂Today we're celebrating not only the 27 years you've shared together, but also the ...
06/26/2026

Happy Anniversary to Chris & Megan! 🥂

Today we're celebrating not only the 27 years you've shared together, but also the partnership, dedication, and values that inspire all of us at Jones Advisory Group.

Wishing you both a wonderful anniversary filled with love, laughter, and many more memories to come. 💙

Address

Topeka, KS

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 1pm

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