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.
Succeeding at Business Succession
There a number of reasons for business owners to consider a business succession plan sooner rather than later.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Here's a breakdown of how the federal government spends your tax money.
It sounds simple, but paying yourself first can really pay off.
If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.
Tax preparation may be the perfect time to give the household budget a check-up.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to compare the future value of investments with different tax consequences.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The decision whether to buy or rent a home may have long-term implications.
$1 million in a diversified portfolio could help finance part of your retirement.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Three things to consider before dipping into retirement savings to pay for college.
It's easy to let investments accumulate like the junk in a junk drawer.
Pundits say a lot of things about the markets. Let's see if you can keep up.