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Profile
Join date: Sep 25, 2019
About
My name is Blake Jones. I live in Springville, Utah and enjoy raising three children with my wife Rachel.
I am a CERTIFIED FINANCIAL PLANNER™ and an Enrolled Agent(tax professional). I am a fiduciary and have worked at Northwestern Mutual (investments & insurance), US Bank (banking & debt), and Dave Jones Accounting Services (taxes).
I have seen many people take out their 401(k) for different reasons and manage debt and taxes in costly ways. I love unlocking powerful ways working families can manage their debt effectively, automate their investments, pay less in taxes and prosper financially.
I can help you, whatever your financial situation. Let's talk in a complimentary virtual meeting to see the value I can provide in your financial life.
Posts (24)
Jun 27, 2025 ∙ 7 min
Tithing & Finances
Introduction Today, tithing is typically straightforward for members of The Church of Latter-Day Saints. You put 10% of your income aside...
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Dec 15, 2023 ∙ 5 min
Health Savings Accounts (HSAs) & The Other Strategy
Health Savings Accounts are by far one of the best tax accounts available. You receive a tax deduction through your contributions, you...
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Dec 15, 2023 ∙ 5 min
Do Day Traders Make Money?
No. They. Do. Not. Study after study shows that the large majority do not make money. By large majority I mean more than 90% of day...
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Blake Jones
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