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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:

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