- How should I plan for my retirement?
- How can I plan for my children's education?
- How do I develop an investment strategy that supports my lifestyle?
- I have money to invest. Where do I begin?
- As a small business owner, how do I plan for my own and employees' needs?
- How can I lower my tax bill?
- How can I ensure the financial security of my family?
- How can I ensure that my wealth is transferred to my loved ones?
- How can I manage my short-term needs while maintaining my long-term financial goals?
CHOOSE BY LIFE EVENT
HOW WE APPROACH YOUR NEEDS
I have money to invest.
Where do I begin?
Investing is the first step toward building a more financially secure future - congratulations on being ready to take that step. As you're probably all too aware, investing can also be intimidating, especially when you've never done it before. But like anything else, it's much simpler when you have a plan in place.
Identify Goals
The first thing you want to do is define your goals. Do you want to buy a new home? Pay for a child's education? Or are you simply looking for long-term savings? Once you have your goals defined, you'll know how much you need, when you need it, and you should be able to make better decisions about what investment options are best for you.
Evaluate Needs
But before you develop an investing strategy, you should evaluate your current financial picture. Do you have a clear picture of your current expenses and where your money is going? Are you carrying a lot of credit card debt? Do you have an emergency reserve with at least three months of income in savings? Because investing requires putting money away for the long-term, it's important that you have your immediate needs covered. Learn more about how we prioritize needs.
The Big Picture
At Edward Jones, we're committed to looking out for your best interests and helping you develop an investment plan that makes sense for you. We believe the smartest way to invest is in quality stocks, bonds and mutual funds that have solid track records to help ride out the ups and downs of the market without sacrificing your long-term goals.
Get Started
To learn how Edward Jones can help prioritize your financial needs and turn them into measurable goals, contact your local financial advisor*. We'll talk to you one-on-one and provide a complimentary portfolio review, a service that can help identify and prioritize your financial goals and track your progress toward achieving them.
Our free Personal Financial Organizer can help identify your goals.

