Thomas Jones Legal & Financial is a unique Michigan-based firm offering integrated approach to wealth management by combining legal expertise with comprehensive financial advisory services. As both an attorney and a Certified Financial Planner™, Thomas Jones provides clients with a holistic strategy for their financial and estate planning needs, operating as a strict fiduciary who never accepts commissions.
The firm serves individuals and families seeking expert guidance on investments, retirement, and estate preservation. With credentials including J.D., CFP®, AIF®, and ABFP™, the advisor emphasizes fee-only, conflict-free advice, personalized service, and long-term planning over short-term market predictions. The approach is grounded in fiduciary principles that prioritize client interests above all else.
Services Offered
- Estate Planning
- Financial Planning
- Retirement Planning
- Investment Management
- Income Tax Preparation
- Tax Planning
- Probate Avoidance
- Incapacity Planning
- Beneficiary Designation Review
- Capital Gains Planning
- Asset Location Strategy
- IRA and Roth IRA Contribution Guidance
- Inherited IRA Distribution Planning
- Medicare IRMAA Surcharge Analysis
- Step-Up in Basis Planning
Legal services are provided separately through Thomas Jones Legal PLC, while financial advisory services are offered through Thomas Jones Financial LLC, ensuring specialized and compliant support for both legal and financial matters. The firm is based in St. Clair Shores and serves clients throughout Michigan.
