Investment ServicesMutual FundsRetirement PlanningStock and Bond BrokersInsurance
As an Edward Jones financial advisor, I enjoy the opportunity to partner with individual investors on creating and implementing strategies that work toward specific goals that we set together. During our initial visit, I ask several questions, listen to the answers and clarify them so I can truly understand your needs and subsequent goals. I then assess how comfortable you are with risk and market fluctuations to truly understand the best strategies to meet your needs.
Whether it's planning for retirement, saving for college for children or grandchildren, or protecting the financial future of the ones we care the most for, I take the time to identify each goal and develop the strategy to address it. I also coordinate and work in tandem with other professionals, including CPAs, Estate Planning Attorneys and Life Insurance Specialists to develop a complete financial strategy.