In 2007, I became a financial advisor with Edward Jones. My goal is to make a difference in the lives of individuals and in my community. I take my role seriously and consider it an honor to work with families across three and four generations. With my years of experience in the financial industry, I bring a unique set of skills that allow me to advise my clients through any and all market cycles.
On a day-to-day basis, I work face to face with family systems, professionals, business owners and retirees to organize, build, protect and transfer their wealth. My first step with a client is to find out what is important to them. Then, I use an established process to build personalized strategies to achieve their goals. Lastly, I partner together with them throughout their life to make sure that we stay on track.
The services my team and I provide are: retirement income strategies; wealth accumulation strategies; and estate and legacy strategies.
My wife, Pam, and I have been married for 32 years. We have one adult child, Justin. We love to spend time traveling, flea market shopping and dining.
- Wealth Strategies
- Entrepreneurs & Business Owners
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
Phone NumberJack Buchanan at (704) 739-2476
|Mon||09:00AM - 05:00PM|
|Tue||09:00AM - 05:00PM|
|Wed||09:00AM - 05:00PM|
|Thu||09:00AM - 05:00PM|
|Fri||09:00AM - 04:00PM|
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