Clients are able to establish more financial goals because we have a relationship built on trust. They are able to ask questions and get specific information tailored to meet their needs. They feel secure in having an open conversation based on their priorities. I ask questions to better understand what's most important to them. Having a trusted relationship allows clients to be in control of the process and achieve results.
My mission is to help more people achieve more of their goals. I focus on working with businesses and professionals because I believe in thinking differently about the financial tools that are already available today. Take business retirement plans as an example. Most plans are only designed to help employees save for retirement and reduce business taxes. Employees tell me they need a retirement plan that meets more of their needs. My clients use retirement plans to also help recent graduates pay off student loans while still being eligible for employer match contributions, save cash for emergencies, give access to college savings plans and provide better financial education to employees. As a CFP® and Chartered Retirement Plan Specialist (CRPS®), I am eager to serve our business community.
Financial health is akin to physical health. Just as you meet with a doctor yearly, every business and professional should meet with a financial advisor annually. For clients with more complex needs and higher investable assets, Edward Jones provides an additional team of strategists who specialize in the needs of businesses and professionals and deliver an ideal client experience. We partner with your professional team to assist with the organization, protection and transfer of wealth by delivering a customized approach to address your more complex needs.
Please contact my office to schedule an appointment.
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Wealth Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
My Personal Interests
- Spending Time with Family
- Health & Nutrition
Phone NumberJavier K Bolante at (831) 647-9861
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