About Coons Financial Services
Personalized services for individual and business needs to ensure long-term financial success.
Mission
To educate and empower people to take charge of their financial situation—allowing them to achieve financial stability and success. We help clients use their hard-earned money for themselves and their families through improved decision-making, discipline, and a clear pathway to financial freedom.
Vision
To surround our practice with the most ethical and compassionate professionals and to deliver tailored strategies that respect each client's unique situation. We aim to be recognized for intelligent, practical, and empathetic financial guidance.
Financial Strategies for Every Stage of Life
From tackling debt to planning for retirement, we tailor strategies to your unique situation.
Debt Assessment
A clear, strategic path to managing and overcoming your debt — with steps you can implement right away.
Short & Long Term Savings
Build sustainable saving habits through tailored strategies for both immediate needs and future goals.
High Yield Options
Discover higher-return investment paths aligned with your timeline and risk appetite.
Retirement Advising
Plan your retirement confidently with clear, realistic, and actionable strategies.
How We Work
Our process is human-first: we listen, learn, and create a plan you can actually use. Contact options include in-person, phone, email, text, and Zoom.
1. Discovery
Free 30-minute discovery session to learn about your needs and goals.
2. Strategy
We build a realistic, step-by-step plan tailored to your situation.
3. Ongoing Support
We walk alongside you — adjusting plans and helping you stay on track.
Meet Jessica Coons
Jessica Coons
Jessica is a Retirement and Wealth Strategist with over a decade of experience specializing in retirement planning. After starting a family, she made it her mission to help other families build secure financial futures. Jessica is known for practical, easy-to-follow strategies and a compassionate, client-first approach.
- Credentials: Licensed Real Estate Agent; Life & Health Insurance Agent; Certified by NAIC.
- Availability: Monday–Friday, 8:00 am – 8:00 pm EST (by appointment).
- Contact: [email protected]
What Clients Say
"Jessica was able to assist me in going over my current debt situation... She provided me with a strategy that was easy to understand and follow. I look forward to working with her again." — Brian
"Being as young as I am, Jessica spent time explaining basic ways to avoid debt. I'm so grateful and have been able to start saving more." — Jenn
Start Building Financial Confidence Today
It all begins with a free 30-minute discovery session. No pressure, no sales — just a real conversation about your goals.
