My greatest rewards as a financial advisor come in smiles from clients when we have worked together on a plan and they begin to see positive results. Whether it is helping you maintain your current lifestyle, providing you a retirement paycheck or figuring out how to pay for your children’s education, my goal is to work with you honestly and honorably.
My introduction to stocks and investing came as a young child when my father showed me the financial page in the newspaper and explained in simple language the value of lifelong investments. I was hooked and, years later, find great fulfillment at Edward Jones in helping people understand and achieve their financial goals.
Years later when my father passed, I also learned about another role of the financial advisor. I had no idea that, even with a will or trust in hand, how many details had to be attended to in the transfer of assets for my mother’s care. For this and other reasons, I spend personal time with clients to learn about their families and ways I can help see that, after their death, transfer of their estate takes place smoothly and in a timely manner.
Edward Jones provides an established process that allows me to get to know what is most important to you. Then I build a personalized strategy to help you achieve your goals. Finally, I partner with you to help you stay on track to reach and exceed your goals. All of this is done face to face rather than through a toll-free phone call.
How do you determine if I am the right financial advisor for you?
Let’s start with a conversation and get to know each other. You tell me the things that are important to you. Then I will share the ways I can work with you most effectively. If we both see our partnership as a good fit for improving your financial health, we can build a relationship that can help you progress toward a secure financial future.
- Business Retirement Plans
- Retirement Income Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Wealth Strategies
- Portfolio Reviews
My Personal Interests
- History and Museums
- Home Improvement
- Sports Enthusiast
- Movies & Entertainment
Phone NumberBret Robbe at (615) 309-1445
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