It wasn't so long ago that big companies provided big pensions and people stayed for decades at the same company for that benefit. These days, we may experience many career and company changes and we often need to rely on self-directed retirement plans – either through work or on our own. These days, we're being asked to make our own long-term investment decisions – ready or not!
While you may know you need to save, there's a lot to consider and a lot of unknowns in an area of our lives that's extremely personal and private. I strive to provide an approachable, secure environment so we can discover what's most important to you. I will encourage your questions and provide education in the what's and why's of your investments – at a pace you're comfortable with. We'll work together to find solutions that fit you and your needs so you can finally find clarity.
Here at Edward Jones, we put your interests first and make sure we provide full transparency by sharing your costs with you. We make it a priority to continue to maintain communication with you to ensure we're still aligned to your best financial future. I take your savings and your financial success very seriously.
On a personal level, I graduated from the University of Massachusetts, Amherst. My husband, Lance, our daughter, Sadie, our son, Jack, and I enjoy and value living in Fitzwilliam, NH, where I serve on the Fitzwilliam Library Board of Trustees and the Fitzwilliam Economic Committee. When we're not working and the kids aren't attending school at UNH and Monadnock Regional High School, you'll likely find us at sports events, hiking, fishing and simply embracing this amazing area's natural resources.
Office Address151 West Street
Keene, NH 03431
Phone NumberBeth Lorenz at (603) 357-7023
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