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Cindie K Jones, CFP®

Position Title: Financial Advisor

Waddell & Reed, Inc.®

Address:	380 WEST WESTERN AVE
	SUITE 120
	MUSKEGON, MI 49440

Office: (231) 727-8176

Personal Office Phone: (888) 740-8933

Fax: (231) 739-7128

email me

To establish a partnership with my clients in order to build a personal financial plan that addresses what they care about most and serves as a foundation for working toward financial independence.

Bachelor of Business Administration (BBA) Marketing & Management

I specialize in comprehenshive financial planning, working with small businesses, families and individuals. My philosophy in deciding a plan of action is to ask, What would I do if it were me? or, for my older clients, What would I do if it were my Dad? My mission is to provide my clients with outstanding personal service, which I strive to accomplish through frequent one-on-one meetings, seminars and just for fun client appreciation functions.

Certified Financial Planner™, CFP®
Chartered Mutual Fund Counselor, CMFC

Education Funding
General Estate Planning Information
Financial Planning
Insurance Strategies
Investment Strategies
Mutual Fund Investments
Portfolio Allocation Strategies
Qualified Retirement Plans
Retirement Planning
Risk Management Strategies

I am a lifelong Muskegon resident, having served on many boards and committees including Trustee of the Muskegon Museum of Art - Board of Directors (2003-present); Next Generation of Community Foundation for Muskegon County, 1996-2003, Chair 2001-2003; Parties in the Park, Inc., 1994 to present, President 1998-2002; Muskegon YMCA Board of Directors, 1993-1999; Service League, 1992-2003 (serving on various committees); Chamber of Commerce, 1991 to present; American Cancer Society Board of Directors, 1989 - 1990; West Michigan Heart Association, Board of Directors, Chairman of Planning & Development, 1987 - 1990.

* Many Waddell & Reed Financial Advisors are able to sell insurance products as agents of various insurance companies through arrangements that Waddell & Reed has made with these insurance companies.

** Certain Waddell & Reed offices are located in banks, credit unions and other financial institutions. Investment products offered by Waddell & Reed on the premises of financial institutions are not insured by the FDIC, are not deposits or other obligations of the financial institution and are not guaranteed by the financial institution, and are subject to investment risks, including possible loss of the principal invested.

The products and services described in this website are offered only in the United States, Puerto Rico and the U.S. Virgin Islands. Nothing in this website should be considered a solicitation to buy or an offer to sell such products and services in any jurisdiction where the offer or solicitation would be unlawful under the laws of such jurisdiction. Mutual Funds distributed by Waddell & Reed, Inc. are offered by prospectus only.

Investors should consider the investment objectives, risks, charges and expenses of a fund carefully before investing. For a prospectus containing this and other information for the mutual funds offered by Waddell & Reed, call your financial advisor or click here. Please read the prospectus carefully before investing.

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