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Our first priority is helping you take care of yourself and your family. With our holistic approach we want to learn more about your personal situation, identify your retirement dreams and goals, and understand your tolerance for risk.

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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Wealth Management & Holistic Financial Planning

Jones Investment Group

  • Merle Jones, President

LifeStages Financial Planning

  • William Lockwood, CFP

Strategic Wealth, Inc.

  • Shawn Manuel, CLTC, Founder
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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. 

We can help you prepare for transitioning and retirement. 

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Does My Portfolio Fit Me?

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

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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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