TO YOUR SUCCESS
STRENGTH & STABILITY
FOR EVERY GENERATION
Financial planning is about life building—and building lifelong
relationships. Whether you’re starting a family, taking over the family
business, or handing over the reins to live the retirement you earned,
we can help.
My goal is to help provide solutions tailored to meet your specific objectives – ideas you may not have considered and a professional level of service.
Reno focuses on getting to know his clients first and their financial goals second. As a result, no two financial plans are the same. Each one is built in collaboration to reflect your life, your situation today, and your goals for tomorrow. He commits himself to treating clients with the utmost respect, encouraging their aspirations, and working closely to achieve their financial well being.
Reno is a native Texan, born in Dallas and raised in Plano. The Jones's currently reside in Prosper, Texas. Reno has served on the Towns Economic and Development board and the Towns Inaugural Planning and Zoning Board. Reno attended Texas Tech University and received a BBA with a minor in Real Estate from the University Of North Texas. In his spare time, he enjoys playing golf, hunting, fishing, and spending time with Family and Friends. The Jones's moved to Prosper in 2007 and currently attend Prestonwood Baptist Church. He and his wife, Karen are proud parents to their two children, Jonathan and Ainsley.
Through our five-step process, we work with you to find out where you are now, and where you want to be in the future. Whether it's living the retirement you earned, preserving your legacy, or living with certainty, we help put you on the right path.
- Discover your goals, roadblocks, and other considerations.
- Analyze your current financials to identify strengths, weakness, and opportunities.
- Advise you on a tailored plan that pinpoints your financial needs and goals.
- Implement your financial plan and investment strategy.
- Monitor your plan and portfolio and adjust as necessary.