This last year has created more pressure than ever before; juggling careers, keeping businesses afloat, home schooling kids, forced retirements, job and benefit losses, the list goes on. In short, we are under-resourced and over-tasked. Who has time to plan for the future when you’re drowning in this week’s to-dos? If this sounds familiar, you’re not alone.
As working parents with two young daughters, my husband and I are all too familiar with holding financial conversations in the midst of the "what's for dinner" conversation, and I've heard as much from many clients as well. Most people know financially preparing for the future is important, they just don’t know how to start.
I partner with people who are ready to add order to their financial lives. I use an established process to help my clients break down their goals into bite-sized pieces that we tackle over time. My team gives clients the consistent communication they need to feel on track and in control as we work toward what’s most important to them.
I have over a decade of experience as a financial advisor with Edward Jones and hold Series 7 and Series 66 securities registrations. Additionally, I have earned and maintain the Accredited Asset Management Specialist™ (AAMS®)* designation. I am master's educated, and currently service clients in Illinois, Arizona, Colorado, Florida, Michigan and Wisconsin, and that list grows as the need arises.
Follow me on Facebook and please don't hesitate to call.
*The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
- Retirement Savings Strategies
- Retirement Income Strategies
- Insurance & Annuities
- Socially Conscious Investing
- Portfolio Reviews
- College Savings
Phone NumberBecky Kwong at (847) 285-3215
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