While I began my career with Edward Jones in 2016, my first experience with them was in 2002 when I was 14 years old. I had saved up some money, wanted to buy a stock, and beyond that, I didn't know anything about investing. My experience with Edward Jones as a client has taught me so much: how to be an investor and not a trader, how to put my money to work for me and to be focused on my long-term goals.
Born and raised in Orlando, I attended the University of Central Florida where I graduated with a degree in finance. After college, I joined the United States Navy in 2012 where I served overseas in Europe. My wife, Mollie, and I met while in college and we have one daughter, Siena.
I believe it’s important for me to invest my time to understand what you’re working toward before you invest your money. Chances are I have information that will help address many of the issues below that may keep you up at night.
~ Will my money last through retirement?
~ How do I manage all my retirement plans?
~ What should I consider before claiming social security?
~ How much should I save for college? When should I start planning?
~ What are my college savings options?
~ What are my options for my 401k when I change jobs?
~ How do we manage our finances after getting married?
~ Will my family be okay if something were to happen to me?
Small Business Owners
~ What are my options for providing retirement benefits to my employees?
~ Will the sale of my business be enough for my retirement?
~ Do I have enough disability insurance coverage?
To answer these questions, our initial conversation will begin with getting to know you better by discussing your individual needs, concerns and defining your financial goals. We will review your current financial picture and focus on building a personalized financial strategy to help you achieve these goals.
It all starts with a conversation. Call us today to set up your complimentary review.
My Personal Interests
- Personal Fitness
- Scuba Diving
- Wine Collecting/Enthusiast
Phone NumberHunter Pflueger at (813) 661-7125
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