GIVING YOUR WEALTH THE CARE IT DESERVES
When it comes to money, it's often said that you can't take it with you. But, whether you've earned every penny or it came your way unexpectedly, chances are that you've wondered: Is it enough? Am I investing it wisely? Will it last as long as I do? Will it help me take care of the people I love and the causes I care about? Are there some blind spots lurking out there?
Let's look at that together! As an Edward Jones financial advisor since 2003 and a CFP® since 2013, I've always looked at budgeting, risk management, cash reserves, tax considerations, estate goals and, of course, investments themselves in recommending personalized approaches for my clients. As my business has grown and evolved, my focus has, too, particularly in three areas: retirement income, portfolio protection and legacy solutions.
My longtime branch office administrator, Ann Engle, and I share a mission that involves two key components: doing everything we can to make your financial life easier and more convenient, and developing a high quality, diversified investment strategy that blends realistic expectations of the market with a keen understanding of who you are and what you want to achieve.
Our typical new client is a seasoned investor with substantial investment assets and complex needs — someone who wants to be informed, values advice and delegates comfortably. If this sounds like you, please give us a call. Let's chat to see whether we're a good fit for each other. We'd love to help you feel confident about your financial future!
- Retirement Income Strategies
- Insurance & Annuities
- Portfolio Reviews
- Retirement Savings Strategies
- Estate & Legacy Strategies
My Personal Interests
- Art & Theater
- Movies & Entertainment
Phone NumberBarbara H de Jong at (303) 832-0921
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