Follow-Up Meetings

After reviewing your personal information in the first meeting, the second meeting is a chance for your financial advisor to show you some investment options and savings ideas that are designed specifically to help you, based solely on the facts and answers you provided.

Based on your specific goals, your financial advisor will show you the investments and services we believe can help you get there. You'll see a range of options that we believe can help you achieve your goals, but those options may be structured differently. For example, some may be suited for people with a higher risk tolerance, others may require a longer vesting period, still others may be easier to access prior to retirement age, but each option is designed to help you achieve your goals.

Make sure to discuss any questions you may have with your financial advisor and always keep in mind that Edward Jones believes in helping you reach your goals by recommending long-term quality investments.

Once you've had time to understand your options and choose the plan that best suits your short- and long-term needs, you'll be on your way to reaching your lifelong goals.