Edward Jones
What is most important to you?
- Planning & Living in Retirement
- Planning & Paying for Education
- Planning for Expected Life Events
- Preparing for Unexpected Life Events
- Planning your Legacy & Estate
As an Edward Jones financial advisor, I have the privilege of working on one with my clients. Together we explore, understand, and prioritize what is important to you. I believe that it is important to understand what you are working towards before we begin investing your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.
Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you with top-notch client service.
But we're not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant, and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.
