Retirement Planning Advisor.
Megan Jones is a financial advisor at Jones Advisory Group whose work centers on helping families turn retirement savings into a plan for living. Focusing primarily on people age 50 and older, she helps clients navigate the transition from accumulating wealth to drawing income, coordinating investment decisions with tax efficiency, healthcare needs, and legacy goals. Her approach begins with understanding each family’s priorities, comfort with risk, and vision of retirement—not selecting financial products. Through written plans and annual strategy sessions, she helps families evaluate spending, prepare for changing circumstances, and understand how their financial decisions fit together. Her television and radio discussions translate retirement concepts into everyday language, using familiar comparisons such as building a financial house or following a recipe. Jones also brings personal experience to conversations about care: she helped her mother navigate memory care and the Medicaid application process. A mother of two daughters, she values family time and travel. For more information about Megan and her work, visit www.jonesadvisorygroup.com.
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