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  3. Personalized Planning Process

Personalized Planning Process

T. Jay provides customized personal financial planning, risk management and investment management services to individuals, families, and business owners, through his affiliation with United Planners.

He begins with a free consultation to learn about you and your situation. This meeting gives you an opportunity to get to know T. Jay and determine if he is the right fit for you. While the initial meeting is normally a face-to-face conversation in T. Jay's office, a video conference also works well. After a thorough review of your situation, values and priorities, T. Jay begins formulating your personalized plan. In a follow-up meeting, he presents the plan and adjusts for your comfort and additional needs.

T. Jay takes pride in being a financial adviser. His goal is to help you plan life the way you want to live it.

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  • Financial Planning & Investment Management
  • Social Security Retirement Benefits
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  •   1000 Lakeshore Drive West, Ashland, WI 54806
  •   715-682-3430
  •   info@ringenbergfg.com

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Ringenberg Financial Group and United Planners Financial Services are independent companies.

*T. Jay Jones is a Registered Representative offering securities and advisory services through United Planners Financial Services, a Limited Partnership, Member FINRA, SIPC.

This communication is strictly intended for individuals residing in the following states: AZ, CA, FL, GA, IL, MI, MN, ND, NY, OR, PA, and WI.  No offers maybe made or accepted from any resident outside the specific state(s) referenced.

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

This page may contain links to third-party company websites. By selecting a link, you will be leaving our website and launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Ringenberg Financial Group nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

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