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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 PLANNERâ„¢ 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 (23)

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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Oct 7, 2023 ∙ 4 min
Kicking The Credit Card Can Down The Road
Remember playing kick the can growing up and how fun it was? You would hide and once your friend walked a couple steps in the other...
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Blake Jones

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