Building Your Roadmap

The Team Approach

"Building Your Roadmap"

With over 30 years of combined experience, Merle Jones and William Lockwood have joined together to create what they call the Ultimate Retirement, Risk Management and Financial Planning Team which continues to be of benefit our clients even in an unstable market.

Together They Provide:

Holistic Financial Planning
Analysis of your Financial Foundation
Evaluation of your Retirement Goals
A Complete Risk Assessment
Hand-Crafted Portfolios
Estate and Legacy Planning

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