As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest 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 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.
Retirement Savings Strategies
Even if retirement is still far off at this point in your life, you can take steps today to work toward financial independence so you have the freedom to make retirement your own.
Start today by contacting your local Edward Jones advisor. Together, you can develop a solid retirement savings strategy to help you live comfortably after you stop working. How much do you need to save?
Estate and Legacy Strategies
You may think that only people who are “wealthy” or have complicated family situations need an estate strategy, but that’s not the case. Regardless of your age, we believe putting an estate strategy in place is an important part of your overall financial strategy.
As an Edward Jones financial advisor, I believe in the value of developing deeply personalized relationships with my clients. These relationships often extend to their children and grandchildren, and in some cases, their aging parents, as well.
Insurance and Annuities
If there’s one thing in life that’s certain, it’s that plans can and will change. Unexpected expenses and events may be inevitable, but they don’t have to derail your financial goals. With a little planning and preparation, you can be ready for life’s ups and downs.
At Edward Jones, we’re committed to providing a high level of personal service for our clients. After a portfolio has been established, I am committed to checking in regularly with clients to make sure they’re on track.
Portfolio reviews are a service I’m happy to offer to other investors as well. Even if you’re not a client, I can share my perspective on your financial situation. If you’ve taken an important step toward financial independence, let’s sit down together to see if your current portfolio is keeping you on track or if any adjustments might be needed.
Some think investing means being glued to daily stock prices. In reality, it’s a series of the most personal decisions you can make about your money. And whether you’re younger or older, or have one big financial goal or a series of smaller ones, making financial decisions now will most certainly impact your future.
Keep in mind that investing is an ongoing process, not a one-time event. Your investing needs will change with life. This is why we believe it’s important for you to have a good relationship with a financial advisor. Someone who gets to know you and your goals from the beginning will be able to provide appropriate advice and solutions throughout all the stages of your life.
I believe it’s important to invest my time to understand what you’re working toward before you invest 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.
38 West 200 S Salt Lake City, UT 84101
Monday 8:00 am - 5:00 pm
Tuesday 8:00 am - 5:00 pm
Wednesday 8:00 am - 5:00 pm
Thursday 8:00 am - 5:00 pm
Friday 8:00 am - 5:00 pm