A PASSION FOR POSSIBILITIES
When people ask me what I do for a living, I often answer, humorously, that I ask questions. Constantly.
And that’s no exaggeration. Because, as a financial advisor dedicated to helping my clients achieve their most treasured goals, I want to discover everything I can about you: your background, your values, your concerns and the people or causes that you care about.
With Edward Jones since 2003 and a CFP® professional since 2013, I've always looked at budgeting, risk management, cash reserves, tax considerations and estate goals before suggesting the investments and strategies that I believe could tie it all together. As my business has grown and evolved, I serve increasingly seasoned investors who are interested in rising retirement income, portfolio protection and legacy solutions.
Setting realistic expectations of the market, utilizing proven strategies to help clients weather its ups and downs, and regularly keeping an eye on the end goal is what I live for. In fact, I’ve even invented a word for my mission: possibilitize.
My longtime branch office administrator, Ann Engle, and I work as a team to do everything we can to make your financial life easier, better organized and more convenient. The typical new client who comes to us appreciates this approach, values information and guidance, and delegates comfortably.
If this resonates with you, please give us a call. Let's chat, see whether we're a good fit for each other, and possibilitize!
- 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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