Every stage of life brings new questions and fresh challenges. We’re here to help you navigate those changes with planning that includes retirement, investments, tax and estate considerations and strategies for managing risk. For families, that could mean preparing for a comfortable retirement, rising education and health care costs, navigating ever-changing tax law, and helping ensure loved ones are provided for. For business owners, that might mean planning for succession, exploring growth opportunities or designing benefits that support your team. Whatever your priorities, we’re committed to making your financial life more manageable. We adjust your plan as your life evolves, so you can keep your focus where it belongs—on the people and goals that matter most to you. Investment Advisory Services are offered through Mariner Platform Solutions (MPS), a SEC Registered Investment Adviser. Alinity Wealth Management and MPS are not affiliated entities.
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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Financial Counseling, Excel Financial Management (Budgeting) Systems (Debt Reduction, Savings Growth), Monthly Budget Management, Wills, Trusts, Successions, Business Formations, Transactions, Notary Services.
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