Jeffrey Jones

CFP®

CYPRESS FINANCIAL PLANNING400 White Horse Pike, Haddon Heights, NJ 08035

My Approach

Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.

The Clients I Serve

Executives

Retirees or Seniors

Women & Female Leaders

Major Milestones I Specialize In

Divorce Planning

Early Retirement or Financial Independence

Retirement Planning

Our 7 Steps to Financial Planning

Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.

Summarized from the CFP® Board's Practice Standards. cfp.net

My Process

We designed and built our own financial planning software so that we could offer our clients advice based on the custom analysis and scenario planning their financial futures and dreams deserve. Learn more at: https://cypressplanning.com/financial-wayfinder/

Disclosures

This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.

FINRA BrokerCheck SEC Investment Adviser Public Disclosure

Schedule a Consultation

Financial Planner Certifications

Designations & Certifications

CFP®

Technical Skills

Investment and Portfolio

Tax Planning

Retirement Income and Distribution

Cash Flow and Debt Optimization

Education and College Planning

Charitable Giving

Compensation

Compensation Methods

Fee Only

Fee-only means a CFP® professional may describe his or her practice as "fee-only" if, and only if, all the planner's compensation from all client work comes exclusively from clients in the form of fixed, flat, hourly, percentage, or performance-based fees.

Percentage of Metrics: A fee calculated as a small percentage of your income or net worth. Best if you want your planner's cost directly tied to your broader financial picture.
Subscription: A predictable, recurring fee (monthly or annually) for continuous advice. Perfect if you want ongoing guidance with a clear, fixed cost known upfront.