Reaching Your Retirement Goals: How We Work Together

Effective June 9, 2017, all financial institutions and all financial advisors offering retirement services will operate under the Department of Labor Fiduciary Rule, which generally means that financial advisors must be able to demonstrate they are acting in the best interest of their clients. Putting our clients’ interests first is — and always has been — at the core of Edward Jones’ business.

Putting Your Interest First

Our priority is to ensure your retirement strategy is tailored to your specific needs. During any conversation about opening, contributing to or taking distributions from a retirement account such as an IRA, we will consider your individual situation to make a recommendation in your best interest.

  • We will follow an established process to build your personalized financial strategy for retirement. I will work to understand what’s important to you, as well as:
    • Your goals
    • Your level of comfort with risk
    • Your time horizon for investing
  • We will discuss costs and fees before making any final decisions.
  • Regular reviews of your retirement accounts and overall investment strategy will help you stay on track over time.

All investors are unique, so at Edward Jones you have choices when it comes to how we work together. This includes solutions that are specific to retirement accounts. Regardless of how you choose to work with us, you will have access to our firm’s guidance — which is embedded in our expertise, recommendations and tools.

Our Focus Remains the Same

After June 9, you may notice some process changes when discussing solutions to help you reach your retirement goals, and when working with our branch team to request transactions in your retirement accounts.

Our branch team remains committed to providing exceptional service as we focus on you and your individual situation. We will partner with you to build a personalized financial strategy for the long term.

Contact an Edward Jones Financial Advisor to discuss retirement solutions tailored to your personal situation.

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