121 Boone Ridge Road
Suite 1002
Johnson City, TN 37615

6101 Kingston Pike
Knoxville, TN 37919

Jane Bond: Scaling the Ladder Jane Bond: Decoding Diversification Jane Bond: Infiltrating the Market Should I Invest In REITs?
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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


Helpful Content

How Does Your Credit Score Compare?

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?

Will You Pay the AMT?

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.


U.S. Personal Savings Rate

What can be learned from the savings rate?

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Saving for College

This calculator can help you estimate how much you should be saving for college.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

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