Logan , Ken
Jones Financial Group
Phone:
717-210-5720
Address:
5275 E. Trindle Rd, Ste 201, Mechanicsburg, PA 17050
Email:
klogan@thejonesfg.com
Category:
Links:
Website
As Certified Financial Planner Professional, Ken has general knowledge and expertise on a wide variety of topics and can assist most anyone with a financial related question – or at the very least know whom to ask.
That said, Ken has several areas in particular he enjoys working with folks on.
Adoption
A recent adopter, Ken knows how difficult the process can be from an emotional standpoint as well as a financial point of view. If you are in the process or considering adoption, reach out to Ken and he’ll do what he can to help you – pro bono.
The Family Meeting
Another pro bono service Ken offers is the family meeting. He firmly believes the most important legacy one can leave to their heirs is simply a well communicated aging plan. A family planning meeting is not about assets or “who gets what”, but more about what the aging family members want to happen as their needs change, and to discuss these wishes openly BEFORE they require assistance.
Small Business Retirement Plans
On the small business retirement planning side Ken loves to show business owners that there are many more options than a traditional 401(k) for employers to utilize. While Traditional 401(k)’s are still the best option for many businesses, they can can sometimes be viewed as too costly or too complicated to implement and that’s where the other plan options can make sense.
College Savings
Recent tax law changes have made 529 plans even more attractive in Ken’s opinion – if you are looking to get something setup for a loved one Ken has a wealth of information on 529’s and the other options available.