As an Edward Jones financial advisor, I take a holistic approach to you and your family's finances by using an established process. This process is not a cookie-cutter process. Each client that we serve has goals that are unique to them and their family.

All of our investors have documented goals and a process in place to meet those goals. These goals include but are not limited to retirement, education, estate and personal goals such as purchasing a vehicle or paying off a house. I have a saying, "Performance is not goal. Goal without a plan is a wish. My clients are not wishing. They are planning."

I am not alone. Edward Jones has thousands of support staff and the advanced technology to ensure you receive the most current and comprehensive guidance possible. We will team up with your lawyers and tax planners to ensure that we deliver a comprehensive strategy to meet your family's financial goals.

It would be an honor for you to place your trust in me and the Edward Jones family.

Dan Countiss

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