Articles by John Jones, CFP®, ChFC®, EA, BCP®

John Jones, a Financial Adviser at Heritage Financial, has been working successfully in the financial world for almost a decade. He has broad and specialized knowledge in securities, financial planning, wealth management, taxes and more.

John attended Saint Leo University online and obtained his Bachelor of Arts in Accounting.

Shortly after, John received his Chartered Financial Consultant (ChFC®) designation from The American College of Financial Services, is an enrolled agent (EA) with the Internal Revenue Service, is Bucket Plan Certified® (BPC®) and is a CERTIFIED FINANCIAL PLANNER® (CFP®).

Phone: 352-474-6544 | Email: frontdesk@heritagefinancialsolutions.com | Website: myfinancialheritage.com

Latest articles by John Jones, CFP®, ChFC®, EA, BCP®

An older woman juggles items representing expenses, such as a piggy bank and a pill bottle.

How to Plan for Income, Taxes, Healthcare in Retirement

The secret to helping ensure a secure retirement is to create a coordinated strategy for how you'll manage your withdrawals, taxes and healthcare expenses.

The Retirement Tax Assumption That Could Cost You

Income from multiple sources such as pretax accounts and Social Security can result in a tax bill that might surprise you … and not in a good way.

By John Jones, ChFC®, EA, BCP®
Do's and Don'ts for the First Meeting With a Financial Adviser

The first meeting with a new adviser can be intimidating, but you can reduce your worry and ensure you're hiring the right person by following a few rules.

By John Jones, ChFC®, EA, BCP®