Inspiring people to
Lisa D. Jones, AIF®, CRPS®
Managing Director – Springfield Market
Prime Capital Financial, LLC
Based in Springfield, Missouri, Lisa D. Jones enjoys working with pre-retirees, individuals, women and business owners to develop and implement strategies to help inspire them to accomplish their financial goals. The world of finance is often complex and intimidating, and Lisa enjoys helping clients understand what’s really important to them in their situation. By working with you to create a personalized plan and investment strategy, Lisa and Prime Capital Financial can help develop a personalized roadmap designed to help you pursue your financial goals and priorities.
”I get to change the lives of my clients, their children and their grandchildren. Not many people get to say that. It’s one of my favorite things about my career.
Lisa D. JonesWealth Advisor, Managing Director – Springfield Market
Solving Your Financial Puzzle
The process Lisa uses to help her clients is a lot like putting together a puzzle—all the pieces have to work together. First, she takes the time to understand your unique goals, family makeup and/or business organization, as well as your life aspirations and vision for your future. From there, Lisa works with the team at Prime Capital Financial to design a financial plan that is customized specifically to help you reach your goals.
Here are some of the services we provide:
- Financial Planning
- Wealth Management
- Employer Sponsored Plans (401(k), 403(b), 457)
- Financial Planning for Women
- Services for Business Owners
Featured on Total Family Podcast
Lisa Jones recently joined Visionary Advisor by Total Family
to discuss women, wealth, communication, and
building stronger advisory relationships.
Articles for You!
Stay on top of financial industry changes! Prime Capital Financial posts regular news, market updates and more so that you can stay up-to-date. A natural educator, Lisa Jones also regularly writes about important financial topics which can affect women, retirees, charitable organizations and businesses.
Prime Capital Financial Resources
Stay up to date with the latest market insights, webinars, articles, and financial planning resources from the Prime Capital Financial team.
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