As an Edward Jones financial advisor, I strive to empower individuals and families to achieve and maintain a work-optional lifestyle. I believe it’s important to invest my time to understand what you’re working towards and what goals you have before you become a client. I became a financial advisor to be able to serve the three following areas in my Community:
Individuals and Families
Active Adults, age 55-plus
With every decision our firm makes, the best interest of our clients is first and foremost. Our more than 7 million clients have the benefit of working with a firm that is focused on the needs of individual investors and business owners. That’s why I live and work in our community and meet my clients face to face. When we meet, I’ll want to understand what’s most important to you and what goals you have. We do that with a systematic, 5 step approach. Whether you’re planning for a comfortable retirement, paying for education, preparing for the unexpected or wanting to save money on taxes, we can assist.
I choose to work with active adults, age 55-plus, because your retirement years should be some the best years of your life where you get to enjoy the fruits of your life-long labor. Starting at about 55 years of age, cash flow planning is crucial. We’ll discuss how to maximize your retirement income so that it is sustainable, predictable and repeatable. Most importantly, we’ll consider how to protect this income.
I also serve business owners in the community. While you understandably have many priorities, I have one. My sole focus is to understand and help you achieve what’s most important to you and your business. We’ll discuss 4 key elements: your business, your employees, your family and your exit strategy.
Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.