Skip to content
Elisabeth Poore / Lucas Jones / Jill Jeter, CFP®
Menu
Home
About Us
About Us
Elisabeth M. Poore
Lucas W. Jones
Jill Jeter
Julia Shelton
Sonya Jones
Our Investment Philosophy
Who We Serve
Who We Serve
Business Owners
Families & Individuals
Pre-Retirees
Retirees
Women Investors
How We Serve
How We Serve
Our Process
Business Planning
Estate, Charitable Giving & Trust
Longevity Planning
Portfolio Management
Retirement Planning
Risk Management
Resources
Resources
Commentary and Insights
Client Access Videos
Contact Us
Client Access
Client Access
Login Name
Password
LOGIN
Remember Me
Forgot your password?
Enroll
Need Help?
Contact Us / FAQ
Privacy / Security
Client Resources
Elisabeth Poore / Lucas Jones / Jill Jeter, CFP®
13925 Coalfield Commons Place
Millworks Bldg. 4, Suite 101
Midlothian, VA 23114-1225
O: 804.802.1448
F: 804.487.4870
Map and Directions
Map and Directions
Reset All Filters
Filter
Category
Business Ownership
Family & Lifestyle
Tax Planning
Technology & Innovation
Topic
Women
Media
Article
Newsletter
Double the inheritance, double the planning
Women may be in for double the planning when it comes to managing windfalls.
Read
Family & Lifestyle
3 ideas for when the IRS owes you
Breaking even is the goal. But if you find yourself receiving a refund this year, consider these ideas for putting it to work.
Read
Tax Planning
How 10 minutes on LinkedIn per day can boost your business
A few well-spent minutes can help you connect with new clients.
Read
Business Ownership
Keeping data collectors at bay
Nowadays, our actions are tracked, digitized, commoditized and analyzed by the ever-present and arguably useful technology that has shaped the past three decades.
Read
Technology & Innovation
Load more
Load more