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.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Even if you’re young and single, you should still consider protecting yourself.
Here's a breakdown of how the federal government spends your tax money.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Building wealth requires protection from the forces of wealth destruction.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess how many days you'll work to pay your federal tax liability.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
Principles that can help create a portfolio designed to pursue investment goals.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
There’s an alarming difference between perception and reality for current and future retirees.
A bucket plan can help you be better prepared for a comfortable retirement.
Three things to consider before dipping into retirement savings to pay for college.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.