Who We Are And What We Do
Welcome, I’m Todd Jones, a financial consultant in Johnson City and Knoxville, Tennessee. We are located within Mountain Commerce Bank, a privately held bank in East Tennessee with roots dating back to 1910.
We focus on providing fee based investment management to individuals and families and retirement plan fiduciary services to the 401(k) and 403(b) market. We do not try to be all things to all people. Our philosophy is based on conservative investment strategies and risk management techniquies for our individual clients and providing fiduciary guidance and plan management to our 401(k) and 403(b) clients.
Thank you for visiting our website. Please look around, visit our Team page and view videos on topics of interest. To schedule an introductory meeting to see if we are a fit for your speific situation, please contact us at 423-232-5017.
Outlook 2015 Spring Update
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Here are some simple and inexpensive energy-saving tips that may help you save money.
The true cost of raising a child may be far more than you expect.
Earnings season can move markets. What is it and why is it important?
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Every year the IRS releases its a of tax scams, spotlighting some ways that people try to separate you from your money.
This calculator demonstrates the power of compound interest.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are things you can do to keep yourself safe when you lose your wallet.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Even low inflation rates can pose a threat to investment returns.
Pundits say a lot of things about the markets. Let's see if you can keep up.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.