As an Edward Jones financial advisor, I enjoy the opportunity to partner with families and individual investors on creating and implementing strategies that work toward specific goals that all start with one question. What is important to you? From there, we use our established process to work to identify the next steps, whether it's planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones that we care the most for. No matter what's important to you, we take the time to identify each goal and develop the strategy to address it. I also work in tandem with other professionals who include CPAs, estate planning attorneys, life insurance specialists and agents to execute needed actions.
