As an Edward Jones financial advisor, I like to focus on my clients goals in a relevant and interesting way. Lets face it, talking about finances is boring! I like to talk about what my clients want our of life or retirement and what needs to be done with their finances now in order to get there. Tell me what your dream vacation looks like or where you want to live when you retire and we can start to make it a reality.
I am always available to meet for a complementary review of your financial situation, whether you are just getting started or are wondering if you can retire soon.
Lets start the conversation.
Self-employed entrepreneurs and small business owners who have not yet started a retirement plan for their business or who have a plan through a payroll provider, but are not working with an advisor to maximize the effectiveness of the plan.
People who are are tired of their robo-advisor or 1-800-financial planner who does not know them personally.
Anyone who is interested in taking control of their financial future and interested in partnering with an advisor in a personal way for the long-term.