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Advocate Insurers
Wealth-Building Strategies

Clients

LifeStyle Planning

Estate Planning

Leveraged Planning

Insurance

Retirement

Business Owners

Business Succession Planning

Leveraged Planning

Buy-Sell Agreements

Key-Person Insurance & Retention

Executive NQ Compensation

Integrity

Our clients are our business, we work for our clients. This is our mission and our promise. In 2020, we launched Advocate Insurers and began improving the lives of our clients, families, and our employees.

What We Do!

What We Do!

What We Do!

What We Do!
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Retirement Planning

Retirement Planning

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"Always do right by the client."             

-J.A.

Founder & CEO

Jay R. Jones

Contact
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