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Reaching Your Retirement Goals

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, we are here to help.

We specialize in Holistic Financial Planning, Retirement Planning, Transition Counseling, and Life Insurance Analysis and Solutions.

Take Control of your Money & Retirement

  • Pay off your Debt
  • Build Wealth
  • Plan for Retirement 
  • Leave a Legacy
  • Meet your SmartVestor Pro *
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Life Insurance Analysis & Solutions

In 2016, Merle Jones led the development of a team of independent Benefit Specialists who are experienced and dedicated.  At United Shield, they use a consultative approach to help clients better understand the reality of their retirement and life insurance numbers.

As Benefits Coaches and Independent Insurance Agents, they are able to share their experiences and help to provide insight to each client's individual options based on their unique background and financial goals. 

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Wealth Management & Holistic Financial Planning

Let us help you reach your Retirement Goals with a more complex plan. 

In 2018, Merle Jones, President of Jones Investment Group led the development of a team of Advisors to help clients through the hurdles of understanding retirement planning, risk management and survivor benefit options.   

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TSP Rollovers

At Jones Investment Group, we dedicate our business to educating and providing guidance to Military and Federal Civil Service clients and families. 

With more than 19 years of experience, we can help you prepare for transitioning and second-career retirement. 

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Does My Portfolio Fit Me?

Have you ever wondered if your portfolio accurately reflects your risk tolerance?  

Complete this online risk assessment or contact us today for a full Risk Analysis.

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Estate Planning

Live and Give Like No One Else! 

Our team is ready to help you invest with a goal of financial security.


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