As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.
One-size-fits-all may be fine for some investors, but we believe investments should be tailored to your needs and not based on generic guidelines for someone your age or at your stage of life. Whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected or creating an estate or inheritance, we can offer investment solutions tailored to all your financial goals.
I earned a bachelor's degree in accounting from Illinois State University. In addition, I have received the AAMS® and CRPC® professional designations.
My wife, Barb, and I have five children and five grandchildren. I have been active in business and civic affairs in Litchfield for many years, including the Chamber of Commerce.
My senior branch office administrator, Jamie Michalik, has over 20 years of experience and is dedicated to providing you with the highest level of service possible. Please don’t hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general.
We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.
- Estate & Legacy Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
Phone NumberDan Delaney at (217) 324-7909
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