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Holistic Financial Planning
TSP & 401(k) Rollovers
Life Insurance Analysis/ Solutions
A veteran-owned small business established in 2001.
Built on a foundation dedicated to giving back.
From retirement income planning to investment management, we offer a very unique holistic financial planning approach to helping Federal, Military and Civilian families.
Our experienced and enthusiastic team thrives on client satisfaction.
Contact us today for a free consultation!
We have a wealth of resources to help you learn more about retirement, social security and estate strategies.
At Jones Investment Group, we can help take the mystery out of preparing for tomorrow, today. Whether you are transitioning from the military, investing to build wealth, protecting your family or preserving your assets, our personalized service focuses on your needs, wants and long-term goals.
Our team of professionals specialize in counseling and mentoring families to create a customized plan. We can help to address your needs of today and for many years to come.
We look forward to working with you.
Retirement, Risk Management and Financial Planning Team
President, Jones Investment Group
Life Stages Financial Planning (Founder)
Strategic Wealth, Inc. (Founder)